Senior Wealth Advisor — Own High-Impact Client Planning

The Well; North Canton (OH); On-site; USD 120,000 - 190,000; Full time

Benefits offered by this job

401(k)

HSA

Paid parental & maternity leave

Job summary

The Well in North Canton, OH seeks a Senior Wealth Advisor to own high-impact relationships, not chase transactions, backed by a collaborative team and a full planning infrastructure.

You will guide clients through retirement, estate, tax, and education planning, mentor associates, and contribute to thought leadership. This role rewards depth over speed and offers strategic growth opportunities.

Qualifications

• CFP preferred requirement.
• 10+ years in financial planning, wealth management, or related field.
• Bachelor's in Finance, Accounting, or related field preferred.
• A track record of winning new clients and keeping them.
• Strong command of investment, tax, and estate planning concepts.
• The presence to communicate complex strategy clearly—to clients and to their attorneys/CPAs alike.
• A collaborator who can lead when it counts.

Responsibilities

• Own high-impact relationships and lead clients through every stage of the planning cycle.
• Mentor associates and shape how the next generation plans.
• Collaborate with the wealth management team for portfolio construction and management.
• Contribute to firm thought leadership through articles and white papers.

Skills

CFP Preferred

10+ years in financial planning

Communication of complex strategy

Collaborative leadership

Education

Bachelor's in Finance, Accounting, or related field preferred

Job description

The Well in North Canton, OH seeks a Senior Wealth Advisor to own high-impact relationships, not chase transactions, backed by a collaborative team and a full planning infrastructure.

You will guide clients through retirement, estate, tax, and education planning, mentor associates, and contribute to thought leadership. This role rewards depth over speed and offers strategic growth opportunities.