Wealth Manager

Fairway Wealth Management LLC; Independence Township (OH); Hybrid; USD 140,000 - 210,000; Full time

Benefits offered by this job

Competitive compensation

Growth-based bonus

Health benefits

Paid time off

Volunteer time off

Parental leave

Retirement contributions

Sabbatical program

Continuing education

Equity opportunities

Job summary

Fairway Wealth Management LLC seeks a Wealth Manager to lead an assigned portfolio of high-net-worth and ultra-high-net-worth families, taking ownership of client relationships and coordinating comprehensive wealth management strategies.

The role is fiduciary with no financial product sales in a hybrid setup (4 days in office / Fridays remote). 8+ years of experience and CFP® or CPA certification are required to ensure expert guidance across tax, estate, and investment planning.

Qualifications

• Bachelor's degree required in a related field.
• 8+ years of progressive experience in financial planning, investment advisory, public accounting, private banking or related field.
• Significant experience working directly with high-net-worth or ultra-high-net-worth clients.
• CFP® Certification or active CPA license required.
• Strong knowledge across tax, estate, charitable planning, and portfolio strategy.

Responsibilities

• Lead advisor and primary point of contact for assigned high-net-worth and ultra-high-net-worth client families.
• Develop and maintain comprehensive wealth management strategies across investments, tax, cash flow, retirement, estate planning and risk management.
• Coordinate with clients' accountants, attorneys, insurers, trustees, and outside advisors to align strategies.
• Build and maintain trusted, long-term relationships with clients through proactive communication and responsive service.
• Lead client meetings and present complex financial concepts clearly and effectively.
• Review and guide the work of associates and client service professionals supporting client relationships.

Skills

Client relationship management

Financial planning

Investment advisory

Tax planning

Estate planning

Communication skills

Growth/business development

Education

Bachelor's degree in Financial Planning, Accounting, Finance, Economics, Business, or related field

Job description

Fairway Wealth Management is an independent wealth management firm helping successful families bring structure, foresight, and accountability to complex financial lives. Serving as a personal CFO for its clients, Fairway coordinates investment strategy, tax planning, cash flow, estate and philanthropic priorities, risk management, and next-generation planning to deliver comprehensive, highly personalized wealth management solutions.

Founded by CPAs, Fairway places a strong emphasis on tax efficiency and after-tax outcomes. As of February 2026, the firm's 23-person team manages more than $3 billion in investment assets for approximately 300 families across more than 30 states, with advisors averaging 18 years of experience.

Fairway is seeking a Wealth Manager to join its Wealth Advisory Services team. This is a fiduciary advisory role with 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).

Primary Responsibilities:

The Wealth Manager will serve as the lead advisor for an assigned portfolio of high-net-worth and ultra-high-net-worth families, taking ownership of the client relationship and coordinating comprehensive wealth management strategies. This individual will collaborate with internal team members and external professional advisors to deliver thoughtful, integrated advice and an exceptional client experience.

Some of the responsibilities of the individual in this role will include:

• Serving as the lead advisor and primary point of contact for assigned high-net-worth and ultra-high-net-worth client families
• Developing and maintaining comprehensive wealth management strategies covering investments, tax planning, cash flow, retirement, estate planning, risk management, charitable giving, executive compensation, and business interests
• Coordinating with clients' accountants, attorneys, insurance professionals, trustees, and other outside advisors to ensure strategies remain aligned across disciplines
• Building and maintaining trusted, long-term relationships with clients through proactive communication, thoughtful advice, and exceptional responsiveness
• Leading client meetings and presenting complex financial concepts and recommendations in a clear and understandable manner
• Reviewing and guiding the work of associates and client service professionals supporting assigned client relationships
• Taking ownership of client deliverables, follow-up items, and ongoing planning priorities
• Developing referral relationships and identifying qualified business development opportunities to support the firm's continued growth
• Leveraging professional networks and centers of influence to cultivate prospective client relationships
• Contributing to the development and improvement of Fairway's wealth planning standards, processes, and overall client experience
• Participating in firm initiatives and contributing to the continued growth and development of the organization
• Maintaining a high level of technical knowledge across tax planning, estate planning, charitable planning, investment strategy, and other areas relevant to comprehensive wealth management

Qualifications:

• Bachelor's degree required, preferably in Financial Planning, Accounting, Finance, Economics, Business, or a related field
• 8+ years of progressive experience in financial planning, investment advisory, public accounting, private banking, or a related field
• Significant experience working directly with high-net-worth or ultra-high-net-worth clients
• CFP® Certification or active CPA license required
• Strong technical knowledge across tax planning, estate planning, charitable planning, and portfolio strategy
• Demonstrated ability to develop and maintain referral relationships and contribute to business development efforts
• Existing book of business or established network of client and professional relationships is highly desirable
• Strong understanding of comprehensive wealth management and the ability to connect investment, tax, estate, and financial planning strategies
• Excellent verbal and written communication skills with the ability to communicate complex financial concepts clearly and effectively
• Exceptional attention to detail, organization, and follow-through
• Demonstrated ability to take ownership of client relationships and deliverables
• High level of professionalism, discretion, and commitment to fiduciary client service
• Desire to work in a collaborative, entrepreneurial, and growth-oriented wealth management environment
• Commitment to continuous professional development and expanding technical expertise

What Fairway Offers:

• Competitive compensation and comprehensive benefits
• Growth-based bonus opportunities
• Health benefits and generous paid time off
• Volunteer time off (VTO)
• Parental leave
• Retirement contributions
• Sabbatical program
• Support for continuing education and professional development
• Long-term career opportunities with increasing client and firm leadership responsibilities
• Potential opportunity for equity participation for qualified professionals based on firm criteria