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Senior Wealth Manager
Job in
Columbus, Franklin County, Ohio, 43224, USA
Listed on 2026-01-17
Listing for:
Leah Yosef International
Full Time
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Cleveland, OH, Columbus, OH)
1.5B AUM Midwest Region
OverviewLeading National RIA seeks Senior Wealth Manager in (Birmingham, MI, Ann Arbor, MI, Indianapolis, IN, Cleveland, OH, Columbus, OH, Cincinnati, OH) to lead the continued buildout of the 1.5B AUM region through sourcing and closing leads sourced from custodial referral networks.
Highlights- Exponential 100m+ annual growth opportunities within the WAS and SAN networks
- Serve as the Lead Wealth Advisor to a select group of complex, ultra high net worth clientele
- Advise clients with regards to comprehensive wealth management including tax and estate planning, financial planning, asset allocation, cash flow analysis, retirement planning and investment management
- $200,000k+ compensation package including above market revenue based payouts and clear track to partnership
Position Requirements
10+ Years
work experience
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