Wealth Advisor

This isn’t just another wealth advisor role it’ s a chance to step into something bigger. Imagine starting with a robust portfolio of high-net-worth clients from day one, combined with the freedom to build your own path.

Our client is looking for a driven, forward-thinking advisor to help lead and grow their North Canton office. With the backing of a well-established national practice, industry-leading resources, and the opportunity to play a key role in its future success, this is your chance to take your career to the next level.

If you're the kind of advisor who’s ready to elevate your career taking on both leadership and business growth responsibilities this opportunity was made for you.

About Our Client :

Our client is a well-established, highly regarded national wealth management firm in the North Canton area, known for its deep commitment to providing personalized financial advisory services to a diverse and distinguished client base.

With assets under management that span from corporate executives to high-net-worth individuals, they are seeking a talented Wealth Advisor who can step into a leadership role, manage a growing book of business, and help lead the North Canton office into the future.

This is an exceptional opportunity for an experienced wealth advisor, if successful, to inherit an established client base while also having room to expand their own portfolio.

Why This Opportunity is Unique :

This role offers successful candidates a very clear growth plan including the rare chance to take over a well-established, successful book of business with loyal clients, while having the opportunity to make it your own.

You will work closely with senior leadership and have access to industry-leading research and investment tools. Our client is committed to providing the support needed for you to grow your book of business while also stepping into a potential leadership role within the North Canton office.

Key Responsibilities :

• Manage and nurture relationships with an existing portfolio of high-net-worth clients, focusing on understanding their financial goals and delivering comprehensive wealth management solutions.
• Provide expert guidance in areas such as retirement planning, estate planning, insurance analysis, cash flow management, and investment strategy.
• Collaborate with the investment team to develop and implement personalized financial strategies tailored to each client's unique risk tolerance and financial objectives.
• Conduct ongoing client reviews to adjust financial plans and investment portfolios as necessary.
• Lead client service delivery, ensuring clients receive exceptional, personalized financial planning and wealth management services.
• Actively participate in business development efforts to expand the client base and continue the firm’s growth.
• Work closely with senior leadership to gradually assume additional responsibilities, with the potential to help manage or fully run the North Canton office in the future.

Ideal Candidate Profile :

• 5+ years of experience in financial advisory, wealth management, or similar roles, with a proven track record of managing client relationships and investment portfolios.
• Certified Financial Planner (CFP) certification required.
• Strong technical expertise in financial planning strategies, investment products, and market dynamics.
• High attention to detail with excellent communication and interpersonal skills, capable of building trust and rapport with high-net-worth clients.
• Leadership potential, with the ability to step into a management role within the North Canton office.
• Entrepreneurial spirit with a passion for growing a client base and expanding your own business while delivering top-tier service.
• Ability to thrive in a smaller, team-oriented office environment that values personal accountability and direct client engagement.
• Located in or willing to relocate to North Canton, Ohio. While there is some flexibility for remote work, this is primarily an in-office role to maintain leadership presence and foster team collaboration.

Compensation & Benefits :

• Base salary in the range of $100,000 to $120,000, based on experience.
• Industry-leading discretionary bonus structure. Total target first year compensation is expected to be around $150,000.
• Comprehensive benefits package, including health, dental, and vision insurance, 401(k) matching, and paid time off.
• Significant opportunities for long-term professional growth, with a clear path toward office leadership and future practice management.
• Access to advanced tools and resources, with the opportunity to collaborate directly with senior leadership.

About District Partners :

District Partners has been engaged by our client to manage this search. We are an innovative, growth-focused recruiting firm that partners with trailblazing organizations to secure top-tier talent.

If you’re ready to make strategic, game-changing career moves, this could be the perfect opportunity for you.