Senior Wealth Advisor for High-Net-Worth Clients

NEST Capital; Canton (OH); Hybrid; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive pay

Benefits (health/dental/vision)

401(k) match

Growth opportunities

Collaborative environment

Job summary

NEST Capital in Canton, Ohio is seeking an experienced Financial Advisor to guide high-net-worth individuals, families, and businesses toward their financial goals with tailored investment plans and proactive client service.

The successful candidate will manage client relationships, develop comprehensive strategies including tax and estate planning, and collaborate with specialists to deliver integrated solutions.

Qualifications

• Bachelor’s degree in finance, accounting, or related field required.
• Professional certifications CFP or CIMA preferred.
• Active Series 7 and Series 66 registrations with Life & Health Licenses.
• 5–7 years of experience in investment planning and wealth management.
• Proven ability to build and maintain client relationships.

Responsibilities

• Develop and maintain strong relationships with high-net-worth clients.
• Serve as servicing advisor on existing practice clients as needed.
• Build and implement comprehensive investment plans, including tax and estate strategies.
• Provide financial analysis and recommendations on asset allocation and risk.
• Collaborate with attorneys and accountants for integrated solutions.
• Identify and pursue new business opportunities through networking and marketing.
• Mentor junior advisors and participate in growth initiatives.

Skills

Communication skills

Analytical skills

Interpersonal skills

Independent working

Education

Bachelor’s degree in finance, accounting, or related field

CFP

CIMA

Series 7

Series 66

Life & Health Insurance Licenses

Tools

eMoney

Investment planning software

Job description

NEST Capital in Canton, Ohio is seeking an experienced Financial Advisor to guide high-net-worth individuals, families, and businesses toward their financial goals with tailored investment plans and proactive client service.

The successful candidate will manage client relationships, develop comprehensive strategies including tax and estate planning, and collaborate with specialists to deliver integrated solutions.