Senior Wealth Advisor: Lead High‑Net‑Worth Portfolios
$120k - $130kNFP Corp
NFP Corp seeks a Wealth Advisor for its Beachwood, Ohio office. This role focuses on serving high net‑worth clients by providing tailored wealth management and financial planning services. Ideal candidates will have extensive experience in wealth management, preferably with a CFP designation. A competitive salary ranging from $120,000 to $130,000, with total compensation up to $260,000, is offered alongside a supportive work environment valuing diversity and team contribution. #J-18808-Ljbffr NFP Corp
- ...Senior Vice President, Lead Wealth Advisor About the Company Nationally recognized wealth management, retirement advisory, and business management... ...be responsible for serving as a trusted advisor to high-net-worth individuals and families, delivering personalized...SeniorHigh net worthLocal area
- ...nationally recognized wealth management,... ...its search for an SVP, Lead Wealth Advisor to join its Beachwood... ...start, work alongside a highly collaborative team, and... ...established book of high-net-worth client relationships... ...decisions. Monitor portfolio performance and proactively...High net worthWork at officeLocal areaImmediate start
- Huntington Bank in Beachwood, OH seeks a Private Bank Wealth Advisor IV to manage high-net-worth client Wealth Plans, grow assets under management, and coordinate specialists to deliver tailored financial strategies. You will leverage your decade of wealth management experience...SeniorHigh net worth
- Wellspring, a multi-family office, seeks a Portfolio Manager to lead public markets strategy, trading, and research while partnering closely... ...translate market views into actionable guidance for ultra‑high‑net‑worth families. You will mentor junior analysts, collaborate...High net worthWork at office
$156.37k - $273.6k
...leader in innovative wealth management, asset servicing... ...clients using leading technology and exceptional service. SENIOR PORTFOLIO ADVISOR, WEALTH MANAGEMENTOH:... ...investment needs requiring a high level of technical... ...large and sensitive high net worth personal trusts and...SeniorHigh net worthFull timeWork experience placementH1bLocal areaWorldwideFlexible hours$150k - $170k
...Danaher Business System which makes everything possible.The Senior IT Portfolio & Governance Lead supports the execution and continuous improvement of IT... ...and support to project teams while maintaining a high standard of data integrity and confidentiality.This position...SeniorFull timeWork at officeImmediate startRemote workWork from homeFlexible hours$116k - $216k
...acting as the primary client advisor, developing and implementing... ...RM is responsible for serving high net worth clients in their existing book... ...their financial goals. Leads, coordinates, and assembles the... ...depth knowledge of financial wealth management services and products...SeniorHigh net worthFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- Wellspring, a multi-family office, is seeking a Portfolio Manager who serves as a trusted partner to ultra-high-net-worth families. You will own public markets strategy,... ...teams. You will shape investment philosophy, lead asset allocation, and translate market views into...High net worthWork at office
- Judson Group is seeking an SVP, Lead Wealth Advisor to join its Beachwood, Ohio office. You’ll step into an established client base of 40-50 clients and work with a collaborative team to grow into local leadership within 18-24 months. You’ll provide comprehensive wealth...SeniorWork at officeLocal area
- KeyCorp's Family Wealth unit seeks an experienced Investment Consultant to serve as the senior advisor for ultra-high-net-worth clients within the FWNST. You will lead investment strategy, support sales and relationships, and drive growth through new client acquisition...SeniorHigh net worth
- Clearstead is seeking an experienced Investment Portfolio Manager to construct and implement client portfolios, oversee strategy, and deliver... ...complex investment analyses, proposing portfolio designs, leading live reviews with clients, and collaborating across teams to win...Senior
- ...a wholly owned subsidiary of LPL, seeks an AVP, Senior Trustee Consultant to advance trustee services for High Net Worth clients and support advisor inquiries through the acceptance and onboarding process. You will lead trustee case consultations, manage client relationships...SeniorHigh net worth
- ...position of Associate Wealth Advisor. The individual selected... ...Advisors provide a high level and broad range... ...managing wealth advisor leading relationships with individuals... ..., families and higher net worth clients by providing... ..., including; Portfolio review and construction...High net worthWork experience placement
- Clearstead Advisors LLC is seeking an experienced investment professional to lead portfolio construction, implementation of strategy and proactive oversight in line with... ...on growth and managing relationships with high-net-worth clients. #J-18808-Ljbffr Clearstead...High net worth
- Summary The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington Private Bank responsible for developing, delivering, and managing a high-net-worth client’s Wealth Plan. Description Summary The Private Bank Wealth Advisor III is...High net worthWork at officeRemote workWork from homeFlexible hours
- ...generations. We serve ultra-high-net-worth families across investment advisory... ..., and we're looking for a Portfolio Manager who operates as a... .... Investment Management Lead research across funds, sectors... ...Communication Partner with advisors to articulate portfolio positioning...High net worthWork at office
- ...Portfolio Manager The Portfolio Manager implements MAI's investment strategy for high net worth clients and families. This person may also participate in various committees that comprise MAI's investment platform. Duties And Responsibilities Frequent contact...High net worthFlexible hours
- TwinThread is seeking a Private Banker in Cleveland, OH, to manage client relationships and provide expert advice on wealth management. Applicants should have over six years of experience in Private Banking or Financial Services, a Bachelor’s Degree, and the required licenses...Senior
$75k - $90k
A financial services company is seeking a High Net Worth Personal Lines Account Manager in Cleveland, Ohio. This role requires managing a portfolio of affluent clients, ensuring exceptional client service, and deep knowledge of high-value property and luxury vehicles. The...High net worthRemote jobFull time$110k - $160.91k
...continues to grow, new high-voltage electric transmission... ...role is focused on leading and overseeing routing... ...Line Siting Senior Lead, you will serve as... ...and serving as a trusted advisor to clients, agencies, and... ...strengthen ERM’s power sector portfolio, expand long-term...SeniorFull timeFixed term contractCasual workWork at officeRemote workFlexible hoursShift work$86.8k - $108.5k
...Description At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full... ...while enabling them to preserve their wealth for future generations, and provide for... ..., detail-oriented, and experienced Senior Tax Associate to join our team, reporting...SeniorHigh net worthPermanent employmentTemporary workWork experience placementWork at officeFlexible hours$130k - $170k
...Job Description Lead Complex Tax Engagements - Senior Tax Manager in Wooster, OH Job Title: Senior... ...In this role, you will oversee a portfolio of complex tax clients, provide strategic... ...: Manage a portfolio of high-net-worth individuals, business owners,...SeniorHigh net worthPermanent employmentTemporary workSeasonal workWork at officeLocal areaImmediate startMonday to Friday- Stackline is seeking an Associate Director, Programmatic Media Strategy to lead strategic e-commerce initiatives for a portfolio of brands. You will build trusted client relationships while coordinating with internal teams to launch advertising campaigns and design strategic...SeniorWork at office
$150k - $300k
BDO USA is looking for a Tax Managing Director in Cleveland, Ohio to lead tax compliance and consulting services for high-net-worth clients. The role requires a minimum of ten years of experience in accounting or finance and at least a Bachelor’s degree, with a CPA credential...SeniorHigh net worth- Eaton is seeking an IT AI Senior Specialist to lead the technical direction of the AI-Native Software Engineering pod within the Data & AI Governance Office. This role is a hands-on IC who designs, builds, and operates the AI Control Tower, AgentOps, and related tooling...SeniorWork at office
- Eaton is seeking an experienced Assistant Chief IP Counsel to lead the global IP strategy and portfolio execution. You will advise senior leaders on technology risk, licensing, and commercial strategy, partnering across engineering, R&D, and business teams to protect critical...Senior
- ...of estate planning experience or three years if experienced in high net worth planning, and will provide compassionate, client-focused... ...trusts, powers of attorney, probate and trust administration, wealth transfer and business succession planning, and you will draft,...SeniorHigh net worth
$88.58k - $147.6k
...Overview:The AVP, Senior Trustee Consultant... ..., entrepreneurial, high-performing team helps independent advisors and RIAs by providing... ...clients, including High Net Worth and Ultra High Net... ...: Serve as the lead consultant with LPL... ...the fastest growing wealth management firms in...SeniorHigh net worthFull timeWork from home- ...Personal Lines Senior Account Manager- High Net Worth A global fintech leader, Acrisure empowers millions of... ...sound judgment, and the ability to lead through influence. Responsibilities... ...initiatives. Acts as a trusted advisor to clients by proactively identifying...SeniorHigh net worthWork at officeImmediate startFlexible hours
$86.8k - $108.5k
Description At Corient, we help high- and ultra-high-net-worth individuals and families to enjoy a full life... ...enabling them to preserve their wealth for future generations, and provide for... ...motivated, detail-oriented, and experienced Senior Tax Associate to join our team,...SeniorHigh net worthPermanent employmentTemporary workWork experience placementWork at officeFlexible hours
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