Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Wealth Advisor - High-Net-Worth Planning

$90k - $125k

NFP Corp

A leading investment advisory firm in Beachwood, Ohio, seeks a Wealth Advisor to lead client engagements and provide comprehensive wealth management services. The ideal candidate will have 7+ years of experience, a CFP designation, and possess excellent communication and organizational skills. This position offers a competitive salary of $90,000-$125,000 along with benefits including paid holidays and a 401(k) plan. #J-18808-Ljbffr NFP Corp

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor - High-Net-Worth Planning in Beachwood, OH vacancy
  • A prominent wealth management firm in Beachwood, Ohio, seeks an experienced Wealth Advisor to serve high net-worth clients. Responsibilities include managing client engagements, executing...  ...strategies, and developing financial plans. Ideal candidates will have 10+ years in... 
    Senior
    High net worth

    Wealthspire

    Beachwood, OH
    4 days ago
  • A financial services company in Beachwood, Ohio, is seeking a Private Bank Wealth Advisor IV to manage high-net-worth client relationships and deliver comprehensive Wealth Plans. The ideal candidate will have over 10 years of experience in wealth management or financial... 
    Senior
    High net worth
    Remote job
    Flexible hours

    Huntington Bancshares, Inc.

    Beachwood, OH
    1 day ago
  •  ...Wealth Advisor Position Wealthspire Advisors is in search of a Wealth Advisor for its Beachwood, Ohio office. This position...  ...the team to serve the wealth management and financial planning needs of our high net-worth clients and their families. Responsibilities:... 
    High net worth
    Work at office
    Local area
    Flexible hours

    NFP

    Beachwood, OH
    4 days ago
  • $156.37k - $273.6k

    Northern Trust is seeking a Senior Portfolio Advisor to manage a set of high net worth investment accounts. The role requires managing sensitive personal trust relationships, generating new business, and maintaining influential communication with stakeholders. Applicants... 
    Senior
    High net worth

    Crains Cleveland

    Cleveland, OH
    1 day ago
  • $90k - $125k

    Overview Who We Are: Wealthspire Advisors, founded in 1995, is a New York City-based...  .... Wealthspire Advisors acts as a wealth manager, investment advisor, consultant...  ...the wealth management and financial planning needs of our high net-worth clients and their families. Job... 
    High net worth
    Work at office
    Flexible hours

    NFP Corp

    Beachwood, OH
    5 days ago
  • Northern Trust Corp in Cleveland, OH is seeking a Senior Portfolio Advisor to manage significant investment accounts with high net worth personal trusts. Candidates should have over 12 years of experience in investment management and the ability to develop tailored investment... 
    Senior
    High net worth

    Northern Trust Corp

    Cleveland, OH
    5 days ago
  •  ...Description Job Description Tax Senior Manager- Personal Tax Advisory Group...  ...Details: Serve as a personal tax advisor for high net worth individuals and business owners Manage...  ..., and gift tax compliance and planning Support international tax planning... 
    Senior
    High net worth

    Spartan Placements, LLC

    Cleveland, OH
    1 day ago
  • $100k - $125k

     ...growth At Corient, we help high- and ultra-high-net-worth individuals and families to...  ...them to preserve their wealth for future generations, and...  ...-oriented, and experienced Senior Tax Associate to join our...  ...quality, practical income tax planning services. Working within a... 
    Senior
    High net worth
    Permanent employment
    Temporary work
    Work experience placement
    Work at office
    Flexible hours

    CI Financial Careers

    Shaker Heights, OH
    2 days ago
  •  ...Senior Fpa Analyst District Partners has been retained to identify...  ...fastest-growing independent wealth and investment management...  ...recognized business serving ultra-high-net-worth individuals, families, and...  ...to join its Forecasting, Planning & Analysis team. This role sits... 
    Senior
    High net worth
    Temporary work

    District Partners

    Independence, OH
    5 days ago
  • $110k - $125k

    Senior Tax Associate - Corient (wealth management) Location: Shaker Heights, OH (relocation...  ...work alongside wealth advisors, not just behind a...  ...Communicate directly with ultra‑high‑net‑worth clients - answer...  ...research and proactive planning strategies. Support quarterly... 
    Senior
    High net worth
    Temporary work
    Work at office
    Local area
    Relocation
    Relocation package

    Frey Consulting Group

    Beachwood, OH
    1 day ago
  •  ...Tax Senior Manager- Personal Tax Advisory Group Serve as a personal tax advisor for high net worth individuals and business owners Manage client relationships and oversee...  ...fiduciary, and gift tax compliance and planning Support international tax planning and... 
    Senior
    High net worth

    Spartan Placements

    Cleveland, OH
    4 days ago
  • True North Consultants is seeking a Servicing Financial Advisor in Cleveland, Ohio, to maintain and deepen relationships with high-net-worth clients. The advisor will collaborate with an internal planning team to deliver comprehensive financial guidance and exceptional... 
    High net worth

    True North Consultants

    Cleveland, OH
    4 days ago
  • $120k - $200k

    Buckingham, Doolittle & Burroughs in Cleveland, Ohio is seeking an experienced estate planning attorney with 8-12 years of experience, focusing on high-net-worth individuals and their families. The role offers a unique collaborative environment, full benefits, and a competitive... 
    Senior
    High net worth

    Buckingham, Doolittle & Burroughs

    Cleveland, OH
    2 days ago
  •  ...Registered Investment Advisor (RIA), headquartered in...  ..., offering financial planning and wealth management services. At...  ...The Tax Advisor is a senior-level individual contributor...  ...-up — all with a high standard of...  ...recommendations for high-net-worth clients and may also support... 
    Senior
    High net worth
    Flexible hours

    Sequoia Financial Group Llc

    Cleveland, OH
    28 days ago
  • $105k - $250k

     ...a group of experienced advisors that help individuals and...  ...financial goals. Our Wealth Advisors conduct...  ...construct a tailored financial plan that meets the client's...  ...Develop a high-quality wealth management...  ...Familiarity with servicing high-net-worth individuals.... 
    High net worth
    Temporary work
    Local area
    Flexible hours

    Citizens Bank

    Cleveland, OH
    5 days ago
  • $105k - $250k

     ...a group of experienced advisors that help individuals and...  ...financial goals. Our Wealth Advisors conduct thorough...  ...a tailored financial plan that meets the client's...  ...include Develop a high-quality wealth...  ...Familiarity with servicing high-net-worth individuals.... 
    High net worth
    Temporary work
    Local area
    Flexible hours

    Citizens Financial Group, Inc.

    Cleveland, OH
    4 days ago
  • $130k - $170k

     ...expert team—CPAs, CFEs, CFFs, advisors, and auditors—brings deep...  ...are currently seeking a Tax Senior Manager for our Personal Tax...  ...relationships and tax engagements for high net worth individuals and business...  ...and gift tax compliance and planning. Experience in the area of... 
    Senior
    High net worth
    Work at office
    Flexible hours

    Meaden & Moore

    Cleveland, OH
    a month ago
  •  ...Senior Wealth Manager Lido Advisors is a growing and established wealth management firm...  ...expertise in financial planning, including tax and estate...  ...Wealth Strategies: Deliver a high level of individualized,...  ..., serve, and retain high-net-worth clients with a client-... 
    Senior
    High net worth
    Flexible hours

    Lido Advisors, LLC

    Cleveland, OH
    6 days ago
  •  ...is growing! We are seeking a Senior Consultant, Financial...  ...but not limited to strategic planning, perpetuation planning, sales...  ...industry. Insurance industry or wealth management industry experience...  ...as wealth and retirement plan advisors. Our services include but are... 
    Senior
    Work at office
    Remote work
    Monday to Thursday
    Flexible hours
    Night shift

    MarshBerry

    Beachwood, OH
    3 days ago
  • $100k - $120k

     ...our division and and looking for Tax Seniors who are interested in joining an Award...  ...providing quality service to our high profile clients starts by providing a...  ...Corporations Experience with High-net-worth individual tax planning and compliance Bachelors in Accounting... 
    Senior
    High net worth
    Summer work
    Local area

    Jobot

    Cleveland, OH
    2 days ago
  • A prominent financial institution in Cleveland is seeking a Wealth Advisor III to manage client relationships and develop comprehensive financial plans. The role requires a deep understanding of investment management and compliance regulations. Candidates should have at... 
    Senior
    Full time
    Contract work

    First Financial Bank

    Cleveland, OH
    5 days ago
  • $55k - $151.47k

     ...advice and guidance to clients on tax planning, compliance, and strategy. These individuals...  ...planning and compliance services to high-net-worth individuals and privately-owned...  ...returns, AMT, and year-end planning. As a Senior Associate you analyze complex problems,... 
    Senior
    High net worth
    Full time
    H1b

    PwC

    Cleveland, OH
    2 days ago
  • $91k - $321.5k

     ...guidance to clients on tax planning, compliance, and strategy. These...  ...and compliance services to high-net-worth individuals and privately-...  .... Growing as a strategic advisor, you leverage your influence...  ...to the owners of PwC. As a Senior Manager you are expected to... 
    Senior
    High net worth
    Full time
    H1b
    Remote work

    PwC

    Cleveland, OH
    4 days ago
  •  ...financial institution in Maple Heights is seeking a Private Client Advisor to focus on investment services for Mass Affluent clients. The...  ...will have strong sales skills, a background in financial planning, and the ability to generate qualified referrals. The job requires... 

    KeyBank

    Maple Heights, OH
    5 days ago
  • $100k - $250k

     ...Tax Advisory Group - Manager, Senior Manager, & Vice President...  ...expert team — CPAs, CFEs, CFFs, advisors, and auditors — brings deep...  ...specializes in serving high-net-worth individuals, business owners...  ...tax engagements. Provide tax planning and consulting services to high... 
    Senior
    High net worth
    Flexible hours

    Crains Cleveland

    Cleveland, OH
    2 days ago
  •  ...Private Bank Wealth Advisor IV The Private Bank Wealth Advisor IV is a primary client relationship manager in the Huntington...  ...for developing, delivering, and managing a high-net-worth client's Wealth Plan. Duties and Responsibilities: Builds relationships... 
    High net worth
    Work at office
    Remote work
    Work from home
    Flexible hours

    Huntington

    Beachwood, OH
    4 days ago
  • $80k - $150k

     ...preferences. Maintains a high level of collaboration...  ...and depth of the Wealth Segment suite of capabilities...  ...may manage Portfolio Advisor Associates and/or mentor...  ...latitude for advising, planning and executing investment...  ...managing a high net worth book of business. Ability... 
    Senior
    High net worth
    Work at office
    Flexible hours

    KeyCorp

    Cleveland, OH
    4 days ago
  •  ...Our client, a well-established wealth management firm serving high-net-worth individuals and families, is seeking a Servicing Financial Advisor to join their growing advisory team....  ...understand and implement their financial plans while identifying opportunities to expand... 
    High net worth

    True North Consultants

    Cleveland, OH
    4 days ago
  •  ...GENERAL JOB DESCRIPTION The Senior Financial Planner plays a...  ...role on our Financial Planning team, working closely with advisors, clients, and integrated...  ...working directly with wealth management clients. ~ Certified...  .... COMPETENCIES High attention to detail and... 
    Senior
    Work experience placement
    Work at office

    MAI WEALTH MANAGEMENT, INC.

    Independence, OH
    a month ago
  • $200k - $250k

     ...driven, client-focused Financial Advisors to join one of the nation’s...  ..., fast-growing independent wealth management firm. This is a...  ...focus on holistic financial planning, relationship building, and...  .... What You’ll Do Serve high-net-worth and emerging affluent clients... 
    High net worth

    Makari Group, LLC

    Cleveland, OH
    5 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Wealth Advisor - High-Net-Worth Planning. Be the first to apply!