Associate Wealth Advisor: Invest, Plan & Grow

CBIZ; Cleveland (OH); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive salary

Health and retirement benefits

Mentorship and training

Collaborative team environment

Advancement opportunities

Job summary

CBIZ seeks an Associate Wealth Advisor to provide high‑touch wealth management support for individuals and families. You will assist in investments, taxation, estate planning, retirement planning and insurance decisions under a senior advisor's guidance.

The role emphasizes client service, ethical standards, and ongoing monitoring of client wealth plans, with collaboration across professionals to deliver comprehensive financial strategies.

Qualifications

• Bachelor’s degree required.
• Series 65 or equivalent licenses or designations within 90–120 days of hire.
• Pursue CPA, CFP, CFA or similar designations when eligible.
• Strong interpersonal, verbal and written communication skills.

Responsibilities

• Collaborate with wealth advisor to manage multiple client relationships.
• Review and construct portfolios, perform complex financial analyses.
• Coordinate with estate planning, tax, and insurance professionals.
• Document meetings, recommendations and action plans; ensure follow‑through.

Skills

Client relations

Communication

Analytical thinking

Fiduciary duty

Education

Bachelor's Degree

Job description

CBIZ seeks an Associate Wealth Advisor to provide high‑touch wealth management support for individuals and families. You will assist in investments, taxation, estate planning, retirement planning and insurance decisions under a senior advisor's guidance.

The role emphasizes client service, ethical standards, and ongoing monitoring of client wealth plans, with collaboration across professionals to deliver comprehensive financial strategies.