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Financial Consultant Wealth Management Financial Advisor

Senior UHNW Family Wealth Strategist

Job in Cleveland, Cuyahoga County, Ohio, 44101, USA
Listing for: KeyCorp
Full Time position
Listed on 2025-12-01
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, Financial Advisor
Salary/Wage Range or Industry Benchmark: 160000 - 334000 USD Yearly USD 160000.00 334000.00 YEAR
Job Description & How to Apply Below
A financial services firm is seeking a Senior Advisor to work with ultra-high net worth families. The ideal candidate will have at least 10 years of advisory experience and deep knowledge of tax and estate planning strategies. This role is responsible for fostering client relationships, advising on financial matters, and leading the onboarding of new clients. Compensation ranges from $160,000 to $334,000 annually.
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Position Requirements
10+ Years work experience
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