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Senior Wealth Advisor Manager - Client Impact
Job in
Westlake, Cuyahoga County, Ohio, 44145, USA
Listed on 2026-03-10
Listing for:
Jobs via eFinancialCareers
Full Time
position Listed on 2026-03-10
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor
Job Description & How to Apply Below
A leading financial services firm is seeking a Sr. Manager, Wealth Advisor, to join its advisory team. This role involves working directly with clients to develop customized financial plans and manage complex investment portfolios. Candidates must hold a CFP® or CFA® designation, possess active FINRA licenses, and have a minimum of five years' advisory experience. The firm offers a collaborative environment with opportunities for growth, mentorship, and various benefits, including a competitive compensation package and bonuses.
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Position Requirements
10+ Years
work experience
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