Wealth Manager

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 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.

About Fairway

Fairway is seeking aWealth Managerto 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

TheWealth Managerwill 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 client's 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

What could you achieve with a Personal CFO?

When your financial life is led with structure, clarity, and follow-through, the possibilities expand.

From tax planning and estate coordination to cash flow and next-generation guidance, we help you move from complexity to clarity - so your wealth can support the life and legacy you're building.