Top 15 Wealth management advisor Jobs in Canton, Oh

Key Private Bank Relationship Manager
KeyBank National Association —Canton, OH
- $94,000 - $175,000 a year
- Full-time
- Hybrid work
- 5 years
- Data analysis skills
- Office
Trust & Family Office Associate
Carr, Riggs & Ingram, LLC —Canton, OH
- Mid-level
- Office
- 3 years
- Paid holidays
- Disability insurance
Quick Apply
Registered Investment Advisor
WealthBridge Financial Group —Akron, OH
- $150,000 - $200,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Premier Client Banker - PNC Wealth Management
PNC Financial Services Group —Akron, OH
- $63,750 - $106,250 a year
- Full-time
- Office
- 3 years
- Bachelor's degree
- Wellness program
- Health savings account
Senior Wealth Advisor
WealthBridge Financial Group —Akron, OH
- $120,000 - $170,000 a year
- Full-time
- Hybrid work
- Mid-level
- Finance
- Analysis skills
- Disability insurance
- Health insurance
Quick Apply
Account Representative - State Farm Agent Team Member
Brad Carpenter - State Farm Agent —Massillon, OH
- $35,000 - $85,000 a year
- Full-time
- Office
- Communication skills
- Entry level
- Health insurance
- Dental insurance
Quick Apply
Wealth Advisor III (Canton)
First Financial Bank —Canton, OH
- Full-time
- Office
- Business development
- Bachelor's degree
Wealth Mangement Advisor I
Fifth Third Bank —Akron, OH
- Full-time
- CPA
- 5 years
- Office
Senior Wealth Advisor
MAI WEALTH MANAGEMENT, INC. —North Canton, OH
- $120,000 - $150,000 a year
- Full-time
- Finance
- Bachelor's degree
- Accounting
- Paid parental leave
- Health savings account
Quick Apply
Key Private Bank Senior Relationship Manager
KeyBank National Association —Akron, OH
- $112,000 - $210,000 a year
- Full-time
- Hybrid work
- 7 years
- CPA
- Writing skills
Key Private Bank Sr. Fiduciary Strategist
KeyBank National Association —Akron, OH
- $96,000 - $181,000 a year
- Full-time
- Hybrid work
- CPA
- Office
- Master's degree
Relationship Manager – Private Wealth & Tax Solutions
Wilson Hand LLC —United States
- $175,000 - $950,000 a year
- Full-time
- Remote
- CPA
- Bachelor's degree
- Accounting
- Flexible schedule
Quick Apply

More jobs to discover

Find similar jobs that you might be interested in.

HVAC Territory Manager
Ferguson Enterprises, LLC —Valley View, OH
This is a field‑based, customer‑facing sales role responsible for building strong contractor relationships, identifying growth opportunities, and delivering…
$75,000 - $150,000 a year
Kitchen & Bath Showroom Designer
Famous Supply —Bedford, OH
May be required to travel to customer job sites to take field measurements. Showroom Sales Consultants assist customers with design and product selection for…
From $24 an hour
Quick Apply
10d

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Financial Professional - Career Transition Opportunity
Equitable Advisors —Columbus, OH
*Account Managers*, proficient in relationship building, client retention strategies, and driving long-term customer satisfaction.
$24,000 - $125,000 a year
Quick Apply
Wealth Management Advisor
Equitable Advisors —Columbus, OH
So we offer support and financial packages designed to make your transition into Equitable Advisors as smooth as possible.
$27,550 - $125,000 a year
Quick Apply

Show more jobs in cities nearby

I want to receive the latest job alert for wealth management advisor in canton, oh

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

wealth management advisor jobs near canton, oh

Banking Relationship Manager jobs in Akron, OH

Wealth Management Director jobs in Akron, OH

Office Assistant jobs in Canton, OH

Banking Relationship Manager jobs in Shelton, CT

Remote Banking jobs in Louisiana

Banking jobs in Odessa, TX

Banking Relationship Manager jobs in San Francisco Bay Area, CA

Banking Relationship Manager jobs in Jacksonville, FL

Banking Relationship Manager jobs in West Palm Beach, FL

Manager jobs in Dallas, TX

Health Information Management jobs in Dallas, TX

Wealth Management Advisor jobs in New York, NY

Wealth Management Advisor jobs in Torrance, CA

Wealth Management Advisor jobs in Naples, FL

Wealth Management Advisor jobs in New Jersey

Automotive Service Advisor jobs in Florida

Property Management jobs in Montgomery, AL

Financial Advisor jobs in Minneapolis, MN

Senior Advisor jobs in Minnesota

Senior Advisor jobs in Oklahoma City, OK

Key Private Bank Relationship Manager

KeyBank National Association -
Canton, OH

Apply Now

Job Details

Full-time
$94,000 - $175,000 a year

Qualifications

Business development management
Life Insurance License
Financial sales
Passenger vehicle
Phone communication
Series 7
Business development
Driver's License
FINRA License
Community relationship building
Experience practicing in the securities industry
Series 63

Full Job Description

Location:

219 South Main Street, Akron Ohio

Job Summary
Key Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The Relationship Manager is at the center of this client promise acting as the primary client advisor developing and implementing strategies based on the client's financial goals, and by coordinating with the extended KPB relationship team to execute and advise on the client's needs. The RM is responsible for serving high-net-worth clients in their existing book as well as collaborating with internal and external partners to acquire new and deepen existing Key Bank client relationships.

Responsibilities

Acts as the primary client advisor by recommending banking, borrowing and investment solutions that will help the client achieve their financial goals. Leads, coordinates, and assembles the extended advisory team, including trust, investment and planning strategists, based on complexity of the relationship.
Develops a comprehensive understanding of the client’s needs, based on the review and analysis of personal and business financial data gathered through Relationship Reviews, the Customer Relationship Manager (CRM) system, and personal meetings. Captures the client’s goals in a financial plan.
Prepares and delivers client presentations, individually and as part of a team, presenting appropriate financial solutions via consultative review and proactive, regular contact.
Meets or exceeds assigned individual sales goals by expanding existing client relationships, closing referrals and/or capturing new business growth.
Employs and maintains a disciplined approach to prospecting and maintains a pipeline by leveraging referrals from internal and external sources.
Actively participates in Community organizations to source business development opportunities and demonstrate Key’s commitment to the local community.
Develops and maintains an in-depth knowledge of financial wealth management and brokerage investment advisory services and products as well as knowledge of competitors and competitive products.
Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice
Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.

Education Qualifications

Bachelor's Degree in business related field or equivalent work experience (required)

Experience Qualifications

5 years of demonstrated sales and business development experience with proven results (required)

Licenses and Certifications

Certified Financial Planner (CFP) (preferred)
Certified Investment Management Analyst (CIMA) (preferred)
Chartered Financial Analyst (CFA) (preferred)
FINRA Series 7 and 66 (or 63 & 65) (required) and
Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required)

Tactical Skills

Ability to build trust by taking a client centric approach
Demonstrated strong or advanced knowledge of Investments, Trust and Credit; ability to consult and prioritize client needs
Demonstrated in depth knowledge of financial products and banking regulations
Demonstrated strong client advisory skills
Demonstrated experience with and broad understanding of personal and commercial financial statements
Proven experience with and comprehensive understanding of consumer or commercial lending
Excellent verbal and written communication skills
Proficient in personal computer applications to drive results

Personal Skills

Collaboration
Critical Thinking
Emotional Intelligence
Empathy
Influence
Persuasion
Resilience

Practical Skills

Business Acumen
Risk Management

Core Competencies

All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.

Physical Demands

General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.

Travel

Occasional travel to include overnight stay.

Driving Requirements

Ability to routinely and frequently operate a motor vehicle with a valid driver's license.

COMPENSATION AND BENEFITS

This position is eligible to earn a base salary in the range of $94,000.00 - $175,000.00 annually. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes eligibility for incentive compensation which may include production, commission, and/or discretionary incentives.

Please click here for a list of benefits for which this position is eligible.

Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.

Job Posting Expiration Date: 03/27/2026 KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.

Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing [email protected].

#LI-Hybrid

Apply Now

Refine Your Search

wealth management advisor jobs in canton, oh

Key Private Bank Relationship Manager

Trust & Family Office Associate

Registered Investment Advisor

Premier Client Banker - PNC Wealth Management

Senior Wealth Advisor

Account Representative - State Farm Agent Team Member

Wealth Advisor III (Canton)

Wealth Mangement Advisor I

Senior Wealth Advisor

Key Private Bank Senior Relationship Manager

Key Private Bank Sr. Fiduciary Strategist

Relationship Manager – Private Wealth & Tax Solutions

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for wealth management advisor in canton, oh

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected