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← Focus Financial Partners

Wealth Manager

Focus Financial Partners
Location
Independence, OH
Posted
11 days ago
Department
Wealth Management
Salary
$150,000-$250,000
What they actually want (must-haves)
  • 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
  • Excellent verbal and written communication skills with the ability to communicate complex financial concepts clearly and effectively
Nice to have
  • Existing book of business or established network of client and professional relationships is highly desirable
  • Desire to work in a collaborative, entrepreneurial, and growth-oriented wealth management environment
  • Commitment to continuous professional development and expanding technical expertise
What the job really is

The Wealth Manager at Fairway Wealth Management will serve as the lead advisor for high-net-worth and ultra-high-net-worth families, managing client relationships and delivering integrated wealth management advice. Responsibilities include developing comprehensive strategies across investments, tax, estate planning, and more, while collaborating with clients and their external advisors. This role emphasizes proactive communication and maintaining long-term client relationships in a hybrid work environment.

Benefits
  • Competitive compensation and comprehensive benefits
  • Growth-based bonus opportunities
  • Health benefits and generous paid time off
  • Volunteer time off (VTO)
  • Parental leave
  • Retirement contributions
Things to weigh
  • No salary listed, but the compensation range is provided as $150,000-$250,000
  • The role involves significant client interaction and relationship management, which may require strong networking skills
  • The position is hybrid, requiring four days in the office and one remote, which may not suit all candidates
Job score4.8/5
Benefits5/5
Freshness5/5
Career value4/5
Role clarity5/5
Pay transparency5/5

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