Wealth Advisor III (Akron)

Become a part of our history as it continues to be written! As a Wealth Advisor, you will serve as the primary point of contact with the Wealth client, maintaining existing relationships and developing new ones. You will develop a deep knowledge of the client's financial and family situation to structure a goals-based investment management strategy and financial plan.

Requirements

• Ten years of successful investment and/or portfolio management experience
• Relationship management experience with clients
• Knowledge of investment solutions, risk management, asset allocation and program design
• Extensive experience with financial planning software

Benefits

• Generous Paid Time Off
• 401k Matching
• Retirement Plan
• Tuition Reimbursement
• Relocation Assistance