Offer summary

Qualifications:

Proven experience as a Senior Wealth Advisor/Manager in wealth management., A transferable book of client assets exceeding $25 million., Strong knowledge of investment management, financial planning, tax planning, and estate planning., Excellent communication and interpersonal skills to work with high net worth clients..

Key responsabilities:

Provide comprehensive wealth management services to high net worth individuals and families.

Manage investment portfolios and develop financial plans tailored to client needs.

Conduct tax and estate planning to optimize clients' financial situations.

Contribute to the firm's growth by leveraging existing client relationships.

Gables Search Group headquartered in Cleveland, Ohio has been a leader in search and placement nationwide since 2002. Our company specializes in both direct and contract (temporary) staffing in all industries and disciplines.At Gables Search Group, we connect exceptional professionals with outstanding organizations. Our commitment to integrity, excellence, partnership, innovation, and respect sets us apart. With a personalized approach to recruitment, we ensure the perfect match between candidates and employers.Whether you are a talented professional seeking new opportunities or an organization looking to build a high-performing team, Gables Search Group is here to guide you through the journey. Our success is built on the success of our clients and candidates, and we are dedicated to making a positive impact on the careers and businesses we serve.Thank you for considering Gables Search Group as your partner in talent acquisition and career advancement. We look forward to the opportunity to work with you and contribute to your success.Sincerely,The Gables Search Group Team

Job description

PLEASE NOTE: All interviews and applications are kept confidential.

We are seeking a highly experienced Senior Wealth Advisor/Manager to join our client, a rapidly growing Wealth Management Registered Investment Advisory (RIA) firm. Our client is a leader in the industry, providing cutting-edge financial services and technology to help clients achieve their financial goals.

As a Senior Wealth Advisor/Manager, you will have the opportunity to work with high net worth individuals and families, providing comprehensive wealth management services that include investment management, financial planning, tax planning, and estate planning.

To be successful in this role, it is essential that you bring with you a transferable book of client assets that is greater than $25 million. This will allow you to hit the ground running and immediately contribute to the growth of our firm.

In return for your expertise and contributions, this firm offers a highly competitive compensation package that includes up to 750k or more per year through Revenue Participation, Bonuses, and Equity. This firm strongly believes in rewarding their employees for their hard work and dedication.

One of the unique benefits of this opportunity is the flexibility to work fully remotely. This firm understands the importance of work-life balance and strive to create an inclusive and supportive work environment for all their employees. In addition, they provide top-notch medical, dental, and vision plans along with unlimited paid time off and company holidays. You will also have access to a 401(k) plan and other outstanding benefits.

Please note that even if you are bound by non-compete or non-solicitation agreements with your current or past employer, we still encourage you to apply for this role.

We are an equal opportunity employer. All applications will be kept confidential.

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