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 13 hours ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor - High-Net-Worth Planning in Beachwood, OH vacancy
  • $116k - $216k

     ...acting as the primary client advisor, developing and implementing...  ...is responsible for serving high net worth clients in their existing book...  ...trust, investment and planning strategists, based on complexity...  ...depth knowledge of financial wealth management services and... 
    Senior
    High net worth
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift

    KeyCorp

    Pepper Pike, OH
    3 days ago
  • 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
    1 day 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
    3 days ago
  •  ...Are Wealthspire is a leading wealth management, retirement advisory...  ...office, and retirement plan advisory services—empowering...  ...information, visit Wealthspire Advisors LLC, Fiducient Advisors LLC,...  ...financial planning needs of our high net‑worth clients and their families.... 
    High net worth
    Work at office
    Local area
    Flexible hours

    Wealthspire

    Beachwood, OH
    4 days 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
    2 days ago
  •  ...advisory firm in Ohio is seeking an experienced Tax Vice President to oversee high-net-worth individual and business-owner client relationships. This role requires expertise in tax planning, strong leadership abilities, and exceptional organizational skills. Ideal candidates... 
    Senior
    High net worth

    Fusion HCR

    Cleveland, OH
    2 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
    4 days ago
  • $110k - $125k

     ...Description Job Description Senior Tax Associate - Corient (wealth management) Location: Shaker...  ...want to work alongside wealth advisors, not just behind a screen?...  ...comprehensive tax compliance and planning services to ultra-high-net-worth families. You will review work... 
    Senior
    High net worth
    Temporary work
    Work at office
    Local area

    Corient

    Beachwood, OH
    21 days ago
  •  ...financial services firm in Cleveland is looking for a Tax Senior Manager to manage high-net-worth individual and business-owner client relationships. The...  ..., with expertise in individual and fiduciary tax planning. This role involves overseeing complex tax engagements,... 
    Senior
    High net worth

    Fusion HCR

    Cleveland, OH
    1 day ago
  • $120k - $200k

     ...respected law firm in Cleveland, Ohio, is seeking an estate planning attorney with 8-12 years of experience. The role involves servicing...  ...client service. Ideal candidates will have experience with high-net-worth individuals and excellent communication skills. The firm... 
    Senior
    High net worth

    Buckingham, Doolittle & Burroughs, LLC

    Cleveland, OH
    3 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
    1 day ago
  •  ...Description Job Description Senior Tax Manager Public...  ...a strong middle-market and high-net-worth client base while playing a...  ...Leadership Serve as a primary advisor to business owners and individual...  ...Provide strategic tax planning and consulting recommendations... 
    Senior
    High net worth

    Solid Rock Recruiting LLC

    Cleveland, OH
    15 days 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
    13 hours ago
  • Our client is seeking a Tax Senior Manager . This role focuses on managing high-net-worth individual and business-owner client relationships, overseeing sophisticated...  ...in individual, fiduciary, and gift tax planning and compliance, along with strong leadership capabilities... 
    Senior
    High net worth
    Work at office

    Fusion HCR

    Cleveland, OH
    1 day ago
  • $120 - $150 per hour

    Seasonal Tax Senior Manager - Private Client Services Location...  ...owned companies, all high‑growth private companies. In...  ...individual tax returns, income tax planning for high‑net‑worth individuals and families,...  ...of estate and wealth planning Experience researching... 
    Senior
    High net worth
    Hourly pay
    Seasonal work
    Remote work
    Flexible hours

    Ernst & Young Oman

    Cleveland, OH
    1 day ago
  • $93k - $98k

     ...Private Client Services Tax Senior Private Client...  ...within our firm. Offering a high touch approach, we have...  ...serving high net-worth individuals, their families...  ...retirement, and life insurance planning. A Tax Senior,...  ...with clients and their advisors to gather information needed... 
    Senior
    High net worth
    Private practice
    Work at office

    BDO USA

    Cleveland, OH
    4 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...  ...responsibilities include Develop a high-quality wealth...  ...with servicing high-net-worth individuals.... 
    High net worth
    Temporary work
    Local area
    Flexible hours

    Citizens Financial Group

    Cleveland, OH
    3 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
    13 hours 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
    21 days ago
  • $146k - $200k

     ...Private Client Services Tax Senior Manager Private...  ...within our firm. Offering a high touch approach, we have...  ...serving high net-worth individuals, their families...  ...retirement, and life insurance planning. A Tax Senior...  ...leadership, clients, and advisors # Expands their... 
    Senior
    High net worth
    Private practice
    Work at office

    BDO USA

    Cleveland, OH
    25 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

    Meaden & Moore

    Cleveland, OH
    10 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
    2 days ago
  • $76k - $125.3k

     ...technically demanding tax planning and compliance...  ...planning and advising of high net worth individuals and families...  ...into a trusted advisor role to client. You will...  ...understanding of estate and wealth planning Experience...  ...confidence to challenge senior colleagues and... 
    Senior
    High net worth
    Work experience placement
    Summer holiday
    Local area
    Flexible hours

    Ernst & Young Oman

    Cleveland, OH
    4 days ago
  • $116k - $216k

     ...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...  ...Experience managing a high net worth book of business.* Ability... 
    Senior
    High net worth
    Work at office
    Flexible hours

    KeyCorp

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

     ...Senior Tax Associate Join a team that values your ambition...  ...growth At Corient, we help high- and ultra-high-net-worth individuals and families to...  ...them to preserve their wealth for future generations, and...  ...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

    Corient Capital Partners

    Cleveland, OH
    13 hours ago
  • $96k - $181k

     ...acting as the primary client advisor developing and implementing...  ...is responsible for serving high net worth clients in their existing book...  ...trust, investment and planning strategists, based on complexity...  ...depth knowledge of financial wealth management services and products... 
    High net worth
    Full time
    Work experience placement
    Work at office
    Local area
    Flexible hours
    Night shift

    KeyBank

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

    Huntington Bancshares, Inc.

    Beachwood, OH
    3 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!