To Apply for this Job Click Here Wealth Management Advisor / Relationship Manager / Financial Advisor

Akron, OH | Investment Management Firm

A well-established investment management firm in Akron, Ohio is seeking an experienced Wealth Management professional to join its growing advisory team. This is a highly visible, client-facing role ideal for someone who enjoys building long-term relationships, delivering personalized financial advice, and working within a collaborative advisory environment.

The individual in this position will step into an existing book of business, partnering closely with senior leadership to manage and enhance client relationships while contributing to future growth.

What You'll Do

Serve as a primary point of contact for private clients, providing ongoing guidance across a wide range of wealth management and financial planning needs

Manage and grow client relationships through regular reviews, proactive outreach, and thoughtful service

Develop customized financial plans addressing retirement planning, cash flow analysis, debt strategies, education funding, risk management, and other long-term objectives

Utilize planning and CRM technology to maintain accurate client records, manage workflows, and support a high-touch service model

Collaborate with clients' outside advisors-including CPAs, attorneys, and insurance professionals-to ensure a coordinated approach

Support business development initiatives through established referral relationships and professional networks

What We're Looking For

Bachelor's degree with a professional designation such as CFP®, CFA®, or similar, or an advanced degree (MBA, J.D., PhD)

5+ years of experience in wealth management, financial planning, investment advisory, trust, or related private client services

Demonstrated experience managing ongoing client relationships

Strong communication skills and an entrepreneurial, relationship-driven mindset

Familiarity with financial planning software and CRM systems (Salesforce, MoneyGuidePro) is preferred

Series 65 license is a plus, but not required

This role is not intended for candidates coming from a banking-only or transactional background

Why This Role

Inherit an established and meaningful client base

Join a collaborative, relationship-focused investment management firm

Opportunity to make a direct impact on client outcomes and firm growth

Stable platform with room for professional advancement

F1444545CLE_1769537875 To Apply for this Job Click Here