Senior Wealth Advisor
THE WELL · North Canton, Ohio, United States
FULL TIMEpermanent
Job Description
Senior Wealth Advisor | North Canton, OH | $130K–$180K + Bonus + Sign-on Bonus
If you are interested in applying for this job, please make sure you meet the following requirements as listed below.
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 playYou're the primary relationship owner, leading clients through every stage of the planning cycleRoom to build — cultivate new relationships through strategic partnerships and community presenceA wealth advisor team behind you for portfolio construction and managementA seat at the table to mentor associates and shape how the next generation plansVisibility 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 fieldBachelor's in Finance, Accounting, or related field preferredA track record of winning new clients and keeping themStrong command of investment, tax, and estate planning conceptsThe presence to communicate complex strategy clearly — to clients and to their attorneys/CPAs alikeA collaborator who can lead when it counts
What's in it for you:$130K–$180K base + bonus + Signing BonusMedical, dental, vision401(k)HSAPaid parental & maternity leaveTuition reimbursementSign-on Bonus available
If you want deeper client relationships, real planning latitude, and a team that has your back — let's talk.
Send me a message. xzbcwsv I'd love to tell you more.
If you are interested in applying for this job, please make sure you meet the following requirements as listed below.
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 playYou're the primary relationship owner, leading clients through every stage of the planning cycleRoom to build — cultivate new relationships through strategic partnerships and community presenceA wealth advisor team behind you for portfolio construction and managementA seat at the table to mentor associates and shape how the next generation plansVisibility 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 fieldBachelor's in Finance, Accounting, or related field preferredA track record of winning new clients and keeping themStrong command of investment, tax, and estate planning conceptsThe presence to communicate complex strategy clearly — to clients and to their attorneys/CPAs alikeA collaborator who can lead when it counts
What's in it for you:$130K–$180K base + bonus + Signing BonusMedical, dental, vision401(k)HSAPaid parental & maternity leaveTuition reimbursementSign-on Bonus available
If you want deeper client relationships, real planning latitude, and a team that has your back — let's talk.
Send me a message. xzbcwsv I'd love to tell you more.
Details
| Company | THE WELL |
| Location | North Canton, Ohio, United States |
| Type | FULL TIME |
| Niche | finance |
| Experience | permanent |