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Remote Senior Wealth Advisor Plan Architect
Remote / Online - Candidates ideally in
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listed on 2026-01-17
Cleveland, Cuyahoga County, Ohio, 44101, USA
Listing for:
Brighton Jones
Remote/Work from Home
position Listed on 2026-01-17
Job specializations:
-
Finance & Banking
Financial Consultant, Wealth Management
Job Description & How to Apply Below
A leading financial advisory firm in Cleveland is seeking a Lead Advisor to act as a Personal CFO for clients, managing their wealth management plans. This role involves leveraging internal resources and building strong community relationships. The ideal candidate has a four-year degree, holds a CFP® or other professional designation, and possesses over 6 years of experience in financial and estate planning.
The position offers competitive compensation of $150,000 to $200,000 annually, and is initially remote with flexibility.
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Position Requirements
10+ Years
work experience
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