gpac partners with a prestigious Akron-area bank to recruit a Client Advisor dedicated to advanced wealth management. You will build lasting relationships with high net-worth clients, develop tailored financial plans, and collaborate with teams to execute investment strategies.
Staying informed on market trends and regulations, you will drive growth through proactive networking. The ideal candidate holds a Finance degree (or related field) and the CFP designation or 5+ years in finance, with a
#J-18808-LjbffrWealth Management Client Advisor in akron at Unknown Company
This position is listed as full time and onsite.