Unknown Company

Wealth Advisor for High-Net-Worth Clients

canton, ohio • Posted 1 weeks ago
Onsite Full Time General

gpac is partnering with a well-established bank in the Canton, Ohio area to hire a Client Advisor who will manage high-net-worth client relationships and provide comprehensive financial planning. The role emphasizes wealth management, portfolio analysis, and strategic planning to help clients achieve their financial goals.

The ideal candidate will have a Bachelor's in Finance or related field, plus CFP designation or 5+ years as a financial advisor, and strong interpersonal and analytical skills

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Wealth Advisor for High-Net-Worth Clients in canton at Unknown Company

This position is listed as full time and onsite.

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