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Senior Wealth Advisor for High-Net-Worth Clients

Gryphon Financial Partners

  • Toledo, OH
  • 3 days ago
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    Skills

    • Customer Relationship Management (CRM)unmatched
    • Fiduciaryunmatched
    • High Net Worthunmatched
    • Presentation/Verbal Skillsunmatched
    • Product Lifecycleunmatched
    • Wealth Managementunmatched

    Description

    Gryphon Financial Partners seeks a Senior Client Advisor / Relationship Manager to join our team in Toledo, Columbus, or Cincinnati. You will serve as the primary trusted advisor to high-net-worth clients and families, leading meetings with polished presentations and delivering comprehensive wealth management services.Bring 5+ years of client relationship management, exceptional communication, and deep knowledge of the wealth management lifecycle to our independent, fiduciary practice with#J-18808-Ljbffr

    Numbers & Facts

    LocationToledo, OH

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