Talent Focus Executive Search and Consulting
High Net-worth Financial / Wealth Advisor (Cleveland / Columbus OH)
Talent Focus Executive Search and Consulting, Columbus, Ohio, United States
High Net-worth Financial / Wealth Advisor (Cleveland / Columbus OH)
1 week ago Be among the first 25 applicants
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Direct message the job poster from Talent Focus Executive Search and Consulting
Talent Focus is proud to collaborate with a renowned international wealth management institution to recruit an exceptional
Financial / Wealth Advisor
for their High Net-worth Private Client practice in Cleveland or Columbus- this is an ongoing brief, as our client continues to expand.
This is a salaried position plus commission based on new revenue generation.
Your Role As a Financial / Wealth Advisor, you will serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their financial objectives and enhance their overall financial well-being.
Our client is committed to your success, offering comprehensive training and full support to help you achieve relevant financial qualifications and advance your career.
What We’re Looking For We are seeking ambitious, client-focused professionals with a strong background in:
Experience : 5-10 years of proven success in sales, business development, and relationship management.
Network : An established network of High Net-worth clients or prospects, with the ability to cultivate new connections.
Skills : Exceptional emotional intelligence, curiosity, and a solid understanding of Capital Markets.
Character : A passion for learning, coupled with humility, integrity, and a tenacious drive to succeed.
Why Join This Opportunity?
Prestigious Platform : Work with a globally respected wealth management institution known for its excellence in serving high-net-worth clients.
Client Impact : Play a pivotal role in helping clients achieve financial freedom and security by delivering tailored wealth solutions.
Comprehensive Support : Receive world-class training, mentoring, and resources to excel in your role and grow your career.
Dynamic Location : Thrive in the vibrant financial hub of Los Angeles, engaging with a diverse and affluent clientele.
If you’re a motivated professional with a proven ability to build lasting relationships and deliver value to high-net-worth clients, this is your chance to advance your career with a global leader.
Apply now
and take the next step in your professional journey!
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance, Sales, and Business Development
Industries
Financial Services, Investment Management, and Capital Markets
Referrals increase your chances of interviewing at Talent Focus Executive Search and Consulting by 2x
Get notified about new Wealth Management Advisor jobs in
Ohio, United States .
Oxford, OH $80,000.00-$150,000.00 6 days ago
Columbus, OH $63,000.00-$108,000.00 1 week ago
Cincinnati, OH $100,000.00-$130,000.00 2 weeks ago
Cincinnati, OH $60,000.00-$80,000.00 2 weeks ago
Seven Hills, OH $126,820.00-$149,200.00 1 week ago
Independence, OH $117,000.00-$156,000.00 5 days ago
Seven Hills, OH $126,820.00-$149,200.00 1 week ago
Cincinnati, OH $75,000.00-$150,000.00 1 month ago
New Albany, OH $75,000.00-$150,000.00 1 month ago
Cincinnati, OH $150,000.00-$220,000.00 2 days ago
Investment Advisor III - PNC Private Bank Cleveland, OH $65,000.00-$161,000.00 1 week ago
Financial Advisor - Career Changers Welcome Cleveland, OH $70,000.00-$250,000.00 1 week ago
J.P. Morgan Wealth Management National Branch Personal Advisor - Westerville, OH Independent Financial Advisor - Remote Business Model U.S. Private Bank – Private Banker – Vice President or Executive Director
#J-18808-Ljbffr
Get AI-powered advice on this job and more exclusive features.
Direct message the job poster from Talent Focus Executive Search and Consulting
Talent Focus is proud to collaborate with a renowned international wealth management institution to recruit an exceptional
Financial / Wealth Advisor
for their High Net-worth Private Client practice in Cleveland or Columbus- this is an ongoing brief, as our client continues to expand.
This is a salaried position plus commission based on new revenue generation.
Your Role As a Financial / Wealth Advisor, you will serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their financial objectives and enhance their overall financial well-being.
Our client is committed to your success, offering comprehensive training and full support to help you achieve relevant financial qualifications and advance your career.
What We’re Looking For We are seeking ambitious, client-focused professionals with a strong background in:
Experience : 5-10 years of proven success in sales, business development, and relationship management.
Network : An established network of High Net-worth clients or prospects, with the ability to cultivate new connections.
Skills : Exceptional emotional intelligence, curiosity, and a solid understanding of Capital Markets.
Character : A passion for learning, coupled with humility, integrity, and a tenacious drive to succeed.
Why Join This Opportunity?
Prestigious Platform : Work with a globally respected wealth management institution known for its excellence in serving high-net-worth clients.
Client Impact : Play a pivotal role in helping clients achieve financial freedom and security by delivering tailored wealth solutions.
Comprehensive Support : Receive world-class training, mentoring, and resources to excel in your role and grow your career.
Dynamic Location : Thrive in the vibrant financial hub of Los Angeles, engaging with a diverse and affluent clientele.
If you’re a motivated professional with a proven ability to build lasting relationships and deliver value to high-net-worth clients, this is your chance to advance your career with a global leader.
Apply now
and take the next step in your professional journey!
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance, Sales, and Business Development
Industries
Financial Services, Investment Management, and Capital Markets
Referrals increase your chances of interviewing at Talent Focus Executive Search and Consulting by 2x
Get notified about new Wealth Management Advisor jobs in
Ohio, United States .
Oxford, OH $80,000.00-$150,000.00 6 days ago
Columbus, OH $63,000.00-$108,000.00 1 week ago
Cincinnati, OH $100,000.00-$130,000.00 2 weeks ago
Cincinnati, OH $60,000.00-$80,000.00 2 weeks ago
Seven Hills, OH $126,820.00-$149,200.00 1 week ago
Independence, OH $117,000.00-$156,000.00 5 days ago
Seven Hills, OH $126,820.00-$149,200.00 1 week ago
Cincinnati, OH $75,000.00-$150,000.00 1 month ago
New Albany, OH $75,000.00-$150,000.00 1 month ago
Cincinnati, OH $150,000.00-$220,000.00 2 days ago
Investment Advisor III - PNC Private Bank Cleveland, OH $65,000.00-$161,000.00 1 week ago
Financial Advisor - Career Changers Welcome Cleveland, OH $70,000.00-$250,000.00 1 week ago
J.P. Morgan Wealth Management National Branch Personal Advisor - Westerville, OH Independent Financial Advisor - Remote Business Model U.S. Private Bank – Private Banker – Vice President or Executive Director
#J-18808-Ljbffr