Wealth Manager

Focus Financial Partners • Independence, OH

10d • Hybrid

About The Position

Fairway Wealth Management is an independent wealth management firm helping successful families bring structure, foresight, and accountability to complex financial lives. Serving as a personal CFO for its clients, Fairway coordinates investment strategy, tax planning, cash flow, estate and philanthropic priorities, risk management, and next-generation planning to deliver comprehensive, highly personalized wealth management solutions. Founded by CPAs, Fairway places a strong emphasis on tax efficiency and after-tax outcomes. As of February 2026, the firm's 23-person team manages more than $3 billion in investment assets for approximately 300 families across more than 30 states, with advisors averaging 18 years of experience. Fairway is seeking a Wealth Manager to join its Wealth Advisory Services team. This is a fiduciary advisory role with no financial product sales and offers the opportunity to serve as a trusted advisor to high-net-worth and ultra-high-net-worth families. The Wealth Manager will take primary responsibility for assigned client relationships, delivering integrated wealth management advice across investments, tax planning, estate planning, cash flow, retirement, risk management, charitable giving, executive compensation, and business interests. This individual will work closely with clients and their outside professional advisors to ensure strategies remain coordinated and aligned with each family's goals. This is a hybrid role (4 days in office / Fridays remote).

Requirements

• Bachelor's degree required, preferably in Financial Planning, Accounting, Finance, Economics, Business, or a related field
• 8+ years of progressive experience in financial planning, investment advisory, public accounting, private banking, or a related field
• Significant experience working directly with high-net-worth or ultra-high-net-worth clients
• CFP® Certification or active CPA license required
• Strong technical knowledge across tax planning, estate planning, charitable planning, and portfolio strategy
• Demonstrated ability to develop and maintain referral relationships and contribute to business development efforts
• Strong understanding of comprehensive wealth management and the ability to connect investment, tax, estate, and financial planning strategies
• Excellent verbal and written communication skills with the ability to communicate complex financial concepts clearly and effectively
• Strong analytical and problem-solving abilities with sound professional judgment
• Exceptional attention to detail, organization, and follow-through
• Demonstrated ability to take ownership of client relationships and deliverables
• Ability to collaborate effectively with clients, colleagues, and external professional advisors
• High level of professionalism, discretion, and commitment to fiduciary client service
• Desire to work in a collaborative, entrepreneurial, and growth-oriented wealth management environment
• Commitment to continuous professional development and expanding technical expertise

Nice To Haves

• Existing book of business or established network of client and professional relationships is highly desirable
• Potential opportunity for equity participation for qualified professionals based on firm criteria

Responsibilities

• Serve as the lead advisor and primary point of contact for assigned high-net-worth and ultra-high-net-worth client families.
• Develop and maintain comprehensive wealth management strategies covering investments, tax planning, cash flow, retirement, estate planning, risk management, charitable giving, executive compensation, and business interests.
• Provide sophisticated financial planning and investment advice with a focus on long-term goals and after-tax outcomes.
• Coordinate with clients' accountants, attorneys, insurance professionals, trustees, and other outside advisors to ensure strategies remain aligned across disciplines.
• Build and maintain trusted, long-term relationships with clients through proactive communication, thoughtful advice, and exceptional responsiveness.
• Lead client meetings and present complex financial concepts and recommendations in a clear and understandable manner.
• Review and guide the work of associates and client service professionals supporting assigned client relationships.
• Take ownership of client deliverables, follow-up items, and ongoing planning priorities.
• Develop referral relationships and identify qualified business development opportunities to support the firm's continued growth.
• Leverage professional networks and centers of influence to cultivate prospective client relationships.
• Contribute to the development and improvement of Fairway's wealth planning standards, processes, and overall client experience.
• Collaborate with colleagues across the firm to support a team-oriented and client-focused approach to wealth management.
• Participate in firm initiatives and contribute to the continued growth and development of the organization.
• Maintain a high level of technical knowledge across tax planning, estate planning, charitable planning, investment strategy, and other areas relevant to comprehensive wealth management.

Benefits

• Competitive compensation
• Comprehensive benefits
• Growth-based bonus opportunities
• Health benefits
• Generous paid time off
• Volunteer time off (VTO)
• Parental leave
• Retirement contributions
• Sabbatical program
• Support for continuing education and professional development
• Long-term career opportunities with increasing client and firm leadership responsibilities

What This Job Offers

• Job Type: Full-time
• Career Level: Senior