Wealth Management Advisor
Location: Lima
Posted on: June 23, 2025
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Job Description:
Looking for a Wealth Management Advisor in NW Ohio to join the
team of a reputable financial institution. This is an excellent
opportunity! Qualifications: Demonstrated sales accomplishments in
high net worth market; experience as a professional
subject-matter-expert presenter; JD, CTFA, or CFP; CPA.
Undergraduate degree in a related field of study preferred. Working
knowledge of investments/securities. Completion of Cannon Trust
Schools I, II, and II or equivalent knowledge from other industry
training or equivalent experience. Please reach out to me directly
if you're seeking new opportunities and I would be happy to further
discuss the role with you. All conversation are confidential Brooke
Cousino 605.403.5185 Brooke.Cousino@gogpac.com All qualified
applicants will receive consideration without regard to race, age,
color, sex (including pregnancy), religion, national origin,
disability, sexual orientation, gender identity, marital status,
military status, genetic information, or any other status protected
by applicable laws or regulations. GPAC (Growing People and
Companies) is an award-winning search firm specializing in placing
quality professionals within multiple industries across the United
States since 1990. We are extremely competitive, client-focused and
realize that our value is in our ability to deliver the right
solutions at the right time.
Keywords: , Newark , Wealth Management Advisor, Accounting, Auditing , Lima, Ohio
