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Wealth Manager Jobs in Ohio (NOW HIRING)

TFO Wealth Partners

Family Wealth Strategist I

Maumee, OH · On-site

$114K - $148K/yr

Risk management * Philanthropic planning * Facilitate family meetings focused on legacy, governance, succession, and values-based wealth decisions * Coordinate closely with clients' outside ...

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Wealth Manager information

See Ohio salary details

$23.3K

$56.6K

$110.3K

How much do wealth manager jobs pay per year?

As of Sep 4, 2026, the average yearly pay for wealth manager in Ohio is $56,590.00, according to ZipRecruiter salary data. Most workers in this role earn between $39,900.00 and $65,100.00 per year, depending on experience, location, and employer.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial planning and investment management services to individuals, families, or businesses. They help clients grow, protect, and transfer their wealth by offering tailored advice on investments, retirement planning, tax strategies, estate planning, and more. Wealth managers often coordinate with other professionals, such as accountants and attorneys, to deliver holistic financial solutions. Their goal is to help clients achieve long-term financial goals and maintain financial security.

What does a wealth manager do?

The job duties of a wealth manager include working to advise clients about investment opportunities and strategies. In this career, your responsibilities may involve providing retirement advice for a client, explaining and helping facilitate investments in a variety of different investment products, and providing information about issues related to taxes and estate planning. A wealth management consultant may work independently or as a member of a financial services company or bank. Some wealth managers help clients plan investments and gain access to complicated or exclusive investment vehicles that are not available to retail investors.

How do wealth managers typically collaborate with other financial professionals to serve their clients?

Wealth Managers often work closely with a team of financial professionals, including tax advisors, estate planners, and investment analysts, to provide comprehensive financial solutions for their clients. Collaboration is key, as clients’ needs are multifaceted and may require coordinated expertise in areas like tax optimization, retirement planning, or risk management. Regular meetings and open communication channels ensure that all professionals are aligned on the client’s goals and strategies. This team-based approach not only enhances the quality of service but also allows Wealth Managers to offer more tailored and effective advice.

What are the key skills and qualifications needed to thrive as a wealth manager, and why are they important?

To thrive as a Wealth Manager, you need a deep understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is essential for analyzing client portfolios and managing relationships. Exceptional interpersonal skills, trustworthiness, and strong communication abilities help build lasting client relationships and provide tailored advice. These skills are crucial for successfully growing client assets, retaining clients, and navigating complex financial markets.

What is the difference between Wealth Manager vs Financial Advisor?

AspectWealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically works with high-net-worth clients, offering comprehensive wealth managementWorks with a broad client base, providing investment and financial planning advice
Employer & IndustryPrivate banks, wealth management firms, financial institutionsIndependent firms, banks, insurance companies, financial planning firms

Wealth Managers and Financial Advisors both assist clients with financial planning and investments. However, Wealth Managers usually focus on high-net-worth clients with comprehensive services, while Financial Advisors serve a wider range of clients with investment and planning advice. The roles often overlap, but the scope and client base differ.

Is wealth management a high paying career?

Wealth management can be a high-paying career, especially for experienced professionals who manage large client portfolios and hold relevant certifications like the Certified Financial Planner (CFP). Salaries often include a base salary plus commissions or fees based on assets under management, with top earners making six figures or more annually.
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Cities in Ohio with the most Wealth Manager job openings:

Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Ohio as of August 2026, with employment types broken down into 81% Full Time, 15% Part Time, and 4% Contract. Highlights an 78% Physical, 2% Hybrid, and 20% Remote job distribution, with an average salary of $56,590 per year, or $27.2 per hour.

Senior Wealth Advisor

Leah Yosef International, Inc.

Cleveland, OH • On-site

Full-time

Re-posted 17 days ago

Job description


Midwest

Succession Planning

 

Overview

Independent RIA seeks a Senior Wealth Advisor to solve for next generation succession planning and join the leadership team, with a focus on providing high touch service and growing the client base over time (Average client is 15M+ investable assets).

  • Lead and manage relationships with high net worth and ultra-high net worth individuals and families (10M-150M+ level net worths) advising on estate and tax planning, wealth transfer, investments, asset allocation, business succession planning, philanthropic advisory, risk management and other Family Office Services.
  • Play an active role and be a valuable contributor to the firm’s Management Committee which oversees the operating functions of the firm.
  • Collaborative and forward thinking culture with an impressive track record of client service and retention, a robust support structure and professional management.
  • Opportunity to acquire meaningful equity over time in a non-private equity backed, highly profitable Wealth Management Firm.

 

Requirements

  • 15+ years of wealth management experience, leading client relationships with high net worth clientele
  • Ideally located in northeast Ohio area


Leah Yosef International logo

About Leah Yosef International

Sourced by ZipRecruiter

Leah Yosef International, Inc. specializes in executive search for the RIA, High Net Worth Ultra High Net Worth, and Single and Multi Family Office arenas. We partner with growing and boutique firms and attract, secure and retain the highest performing talent in the industry through an efficient sourcing and on boarding process.

Industry

Recruiting and staffing services

Company size

11 - 50 Employees

Headquarters location

Long Beach, NY, US

Year founded

2017

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