Wealth Advisor

Wealth Advisor

About the Wealth Advisor Role and our Client :

We are seeking an experienced and dynamic Wealth Advisor to join our team in Akron, Ohio. The ideal candidate will have a strong background in wealth management, portfolio development, and client relationship building. This role involves providing comprehensive financial advice and planning to high-net-worth individuals and families. The Wealth Advisor will be responsible for managing investment portfolios, advising on financial strategies, and ensuring that clients' financial goals are met with tailored solutions. This family office is very collaborative, focused on client retention, and has strong connections to the local community.

Responsibilities of the Wealth Advisor :

• Build and manage relationships with high-net-worth clients, offering personalized financial strategies and advice.
• Develop and manage investment portfolios, aligning client needs with investment goals and risk tolerance.
• Advise clients on a range of financial matters, including retirement planning, estate planning, tax strategies, and asset management.
• Provide ongoing portfolio management and performance reviews, ensuring alignment with clients' evolving financial objectives.
• Stay current on financial markets, investment trends, and economic developments to provide clients with informed guidance.
• Conduct regular meetings with clients to review financial progress and adjust strategies as necessary.
• Collaborate with other team members, including tax professionals, attorneys, and financial planners, to provide holistic wealth management solutions.
• Ensure compliance with all regulatory requirements and maintain up-to-date knowledge of relevant industry standards.

Qualifications of the Wealth Advisor :

Salary and Benefits :

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Salary : $80,000 - $100,000