Senior Wealth Advisor - North Canton

Only for registered members North Canton, United States

6 days ago

Default job background
Full time

Job summary

The position is a client relationship position providing financial planning and investment advice to high-net-worth clients.
Responsibilities include client acquisition, client communication, and client management to provide an exceptional client experience.,

Qualifications

  • Bachelor's degree in Accounting or Finance preferred.
  • ,
  • Certified Financial Planner (CFP)
  • ,
  • Investment management, third party certification or licensing by relevant agency or association an added plus

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