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Wealth Management Advisor / Relationship Manager / Financial Advisor

Akron, OH | Investment Management Firm

A well-established investment management firm in Akron, Ohio is seeking an experienced Wealth Management professional to join its growing advisory team. This is a highly visible, client-facing role ideal for someone who enjoys building long-term relationships, delivering personalized financial advice, and working within a collaborative advisory environment.

The individual in this position will step into an existing book of business, partnering closely with senior leadership to manage and enhance client relationships while contributing to future growth.

What You'll Do

• Serve as a primary point of contact for private clients, providing ongoing guidance across a wide range of wealth management and financial planning needs

• Manage and grow client relationships through regular reviews, proactive outreach, and thoughtful service

• Develop customized financial plans addressing retirement planning, cash flow analysis, debt strategies, education funding, risk management, and other long-term objectives

• Utilize planning and CRM technology to maintain accurate client records, manage workflows, and support a high-touch service model

• Collaborate with clients' outside advisors-including CPAs, attorneys, and insurance professionals-to ensure a coordinated approach

• Support business development initiatives through established referral relationships and professional networks

What We're Looking For

• Bachelor's degree with a professional designation such as CFP®, CFA®, or similar, or an advanced degree (MBA, J.D., PhD)

• 5+ years of experience in wealth management, financial planning, investment advisory, trust, or related private client services

• Demonstrated experience managing ongoing client relationships

• Strong communication skills and an entrepreneurial, relationship-driven mindset

• Familiarity with financial planning software and CRM systems (Salesforce, MoneyGuidePro) is preferred

• Series 65 license is a plus, but not required

• This role is not intended for candidates coming from a banking-only or transactional background

Why This Role

• Inherit an established and meaningful client base

• Join a collaborative, relationship-focused investment management firm

• Opportunity to make a direct impact on client outcomes and firm growth

• Stable platform with room for professional advancement

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