Wealth Management Advisor in Toledo

Date Posted: Tuesday, April 15, 2025

Job Snapshot

  • Employee Type:
    Permanent
  • Location:
    Ohio , Toledo
  • Date Posted:
    Tuesday, April 15, 2025

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.