Lead Wealth Advisor
Confidential · Cleveland, Ohio, United States
FULL TIMEpermanent
Job Description
Lead Wealth Advisor | Boutique RIALocation: Cleveland, OHCompensation: $150K+ guaranteed base salary, with additional earning potential and a long-term path to equityEmployment: Full-Time | W-2
Interested in this role You can find all the relevant information in the description below.
Diamond Consultants is partnering with a highly respected, growing boutique Registered Investment Advisor in the Cleveland area that is looking to add two experienced Lead Wealth Advisors to its team.
With approximately $570M in assets under management and an ambitious long-term growth strategy, the firm has built a strong reputation for delivering sophisticated, highly personalized wealth management to high-net-worth families, executives, and business owners.
This is an opportunity for an advisor who enjoys both sides of the business: developing meaningful client relationships and helping grow them. The firm has an established client base, a strong pipeline of prospective clients, and the infrastructure to support continued growth.
What Makes This Opportunity DifferentYou'll step into existing high-net-worth client relationships from day one, while also having the opportunity to engage with qualified prospects and contribute to the firm's organic growth. There is no requirement to bring an existing book of business.
Advisors benefit from a collaborative environment with dedicated support across financial planning, investments, trading, compliance, and client service, allowing them to focus on delivering exceptional advice and building relationships.
The firm also offers a clearly defined, performance-based path toward equity participation, creating an opportunity to share in the long-term success of the business.
What We're Looking For5–10+ years of wealth management experience, ideally within an RIA or private wealth environmentExperience leading relationships with high-net-worth individuals, families, and business ownersStrong comprehensive financial planning capabilities, including investment, tax, estate, and retirement planning coordinationDemonstrated success in business development, prospect engagement, and converting new client relationshipsA relationship-driven advisor who enjoys both servicing existing clients and contributing to firm growthA collaborative, entrepreneurial mindset with strong communication skills and a commitment to client serviceCFP® designation preferred, but not required
Compensation & Long-Term OpportunityThe firm offers a guaranteed base salary starting at $150K, with flexibility based on experience, along with additional revenue-based compensation opportunities.
For advisors interested in building something long-term, there is also a defined path to earning equity participation and sharing in the firm's future growth. xzbcwsv
This is an especially compelling opportunity for an advisor who enjoys sophisticated planning and business development but wants to be part of a collaborative, well-resourced firm rather than building a practice independently.
Interested in this role You can find all the relevant information in the description below.
Diamond Consultants is partnering with a highly respected, growing boutique Registered Investment Advisor in the Cleveland area that is looking to add two experienced Lead Wealth Advisors to its team.
With approximately $570M in assets under management and an ambitious long-term growth strategy, the firm has built a strong reputation for delivering sophisticated, highly personalized wealth management to high-net-worth families, executives, and business owners.
This is an opportunity for an advisor who enjoys both sides of the business: developing meaningful client relationships and helping grow them. The firm has an established client base, a strong pipeline of prospective clients, and the infrastructure to support continued growth.
What Makes This Opportunity DifferentYou'll step into existing high-net-worth client relationships from day one, while also having the opportunity to engage with qualified prospects and contribute to the firm's organic growth. There is no requirement to bring an existing book of business.
Advisors benefit from a collaborative environment with dedicated support across financial planning, investments, trading, compliance, and client service, allowing them to focus on delivering exceptional advice and building relationships.
The firm also offers a clearly defined, performance-based path toward equity participation, creating an opportunity to share in the long-term success of the business.
What We're Looking For5–10+ years of wealth management experience, ideally within an RIA or private wealth environmentExperience leading relationships with high-net-worth individuals, families, and business ownersStrong comprehensive financial planning capabilities, including investment, tax, estate, and retirement planning coordinationDemonstrated success in business development, prospect engagement, and converting new client relationshipsA relationship-driven advisor who enjoys both servicing existing clients and contributing to firm growthA collaborative, entrepreneurial mindset with strong communication skills and a commitment to client serviceCFP® designation preferred, but not required
Compensation & Long-Term OpportunityThe firm offers a guaranteed base salary starting at $150K, with flexibility based on experience, along with additional revenue-based compensation opportunities.
For advisors interested in building something long-term, there is also a defined path to earning equity participation and sharing in the firm's future growth. xzbcwsv
This is an especially compelling opportunity for an advisor who enjoys sophisticated planning and business development but wants to be part of a collaborative, well-resourced firm rather than building a practice independently.
Details
| Company | Confidential |
| Location | Cleveland, Ohio, United States |
| Type | FULL TIME |
| Niche | finance |
| Experience | permanent |