Beacon Hill · 1 day ago
Senior Financial Advisor
Fairlawn, OH
Full-time
Onsite
Senior Level
5+ years expBeacon Hill is a well-established investment management firm in Akron, Ohio, seeking an experienced Wealth Management professional to join its advisory team. The role involves managing client relationships, delivering personalized financial advice, and contributing to the firm's growth through collaboration and business development initiatives.
Staffing Agency
Responsibilities
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
Qualification
Required
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
This role is not intended for candidates coming from a banking-only or transactional background
Preferred
Familiarity with financial planning software and CRM systems (Salesforce, MoneyGuidePro) is preferred
Series 65 license is a plus, but not required
Benefits
Medical
Dental
Vision
Federal and state leave programs
Company
Beacon Hill
Beacon Hill was founded to set a new standard in search, career placement and flexible staffing.
1001-5000 employees
H1B Sponsorship
Beacon Hill has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (38)
2024 (94)
2023 (76)
2022 (60)
2021 (77)
2020 (86)
Funding
Current Stage
Late StageLeadership Team
Amber Leslie
Executive Assistant to CEO
Amy Van Sicklin
Chief Culture Officer
Recent News
Company data provided by crunchbase