Senior Wealth Advisor

Ready to stop managing a book and start building a legacy?

We're partnering with a well-established wealth management firm in North Canton, OH to find a Senior Wealth Advisor ready to own high-impact relationships — not chase transactions.

This is a seat for someone who wants autonomy without the isolation — backed by a collaborative team, a real planning infrastructure, and clients who value depth over speed.

What makes this different:

• A genuinely diverse HNW book — retirement, estate, tax, insurance, education, and business planning all in play
• You're the primary relationship owner, leading clients through every stage of the planning cycle
• Room to build — cultivate new relationships through strategic partnerships and community presence
• A wealth advisor team behind you for portfolio construction and management
• A seat at the table to mentor associates and shape how the next generation plans
• Visibility beyond your book — contribute to firm thought leadership through articles and white papers

What you bring:

• CFP Preferred
• 10+ years in financial planning, wealth management, or related field
• Bachelor's in Finance, Accounting, or related field preferred
• A track record of winning new clients and keeping them
• Strong command of investment, tax, and estate planning concepts
• The presence to communicate complex strategy clearly — to clients and to their attorneys/CPAs alike
• A collaborator who can lead when it counts

What's in it for you:

• 401(k)
• HSA
• Paid parental & maternity leave

If you want deeper client relationships, real planning latitude, and a team that has your back — let's talk.