Senior Wealth Advisor

Lead Wealth Advisor | Boutique RIALocation: Cleveland, OHEmployment: Full-Time | W-2

If your skills, experience, and qualifications match those in this job overview, do not delay your application.
The firm currently manages approximately $570M in assets and has built a strong reputation serving high-net-worth families, executives, and business owners. With a strong pipeline of new business and ambitious plans for continued growth, they're looking for advisors who want to be part of building something long-term, with the opportunity to participate in the firm's success through equity ownership.
What makes this opportunity particularly interesting is that you don't need to bring a book of business.
Advisors joining the firm will step into established high-net-worth client relationships from day one, while also having access to a strong pipeline of prospective clients generated through the firm's existing marketing, referral, and business development efforts.
This is an opportunity for someone who enjoys both sophisticated planning and developing new relationships, but wants to do so within a collaborative, well-supported environment rather than having to build a practice independently.
The firm has invested heavily in its infrastructure, with dedicated resources across financial planning, investments, trading, compliance, and client service. This allows advisors to spend more time where they add the most value: working with clients, developing relationships, and contributing to the firm's growth.
What Makes This Opportunity Different
You'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.