Lead Wealth Advisor & Personal CFO (Hybrid)

Fairway Wealth LLC; Independence Township, Northern (OH, KY); Hybrid; USD 150,000 - 240,000; Full time

Benefits offered by this job

Competitive compensation

Health benefits and PTO

Volunteer time off

Parental leave

Retirement contributions

Sabbatical program

Professional development support

Equity participation opportunity

Job summary

Fairway Wealth Management is seeking a Wealth Manager to join its Wealth Advisory Services team. This fiduciary advisory role has no financial product sales and offers the opportunity to serve as a trusted advisor to high-net-worth and ultra-high-net-worth families.

This is a hybrid role (4 days in office / Fridays remote). The Wealth Manager will lead client relationships, coordinate comprehensive wealth strategies, and collaborate with internal and external professionals to deliver exceptional

Qualifications

• Bachelor's degree in a related field is required.
• CFP certification or active CPA license is required.
• 8+ years of progressive experience in financial planning or related field.
• Experience with high-net-worth or ultra-high-net-worth clients.
• Strong knowledge across tax, estate, charitable planning, and portfolio strategy.
• Ability to develop referral networks and contribute to business development.

Responsibilities

• Lead advisor for an assigned portfolio of high-net-worth and ultra-high-net-worth families.
• Coordinate comprehensive wealth management strategies including investments, tax planning, cash flow, retirement, and estate planning.
• Collaborate with accountants, attorneys, insurers, trustees, and other advisors to align strategies.
• Build long-term client relationships through proactive communication and responsive service.
• Lead client meetings and communicate complex financial concepts clearly.

Skills

Client relationship management

Financial planning

Tax planning

Estate planning

Portfolio strategy

Communication

Business development

Education

Bachelor's degree

CFP Certification or CPA license

Job description

Fairway Wealth Management is seeking a Wealth Manager to join its Wealth Advisory Services team. This fiduciary advisory role has no financial product sales and offers the opportunity to serve as a trusted advisor to high-net-worth and ultra-high-net-worth families.

This is a hybrid role (4 days in office / Fridays remote). The Wealth Manager will lead client relationships, coordinate comprehensive wealth strategies, and collaborate with internal and external professionals to deliver exceptional