Wealth Specialist, Family Office

Independence, OH

Client Engagement | Advisor Support | Career Growth

Step Into the Future of Family Office Wealth Management.

District Partners has been exclusively retained by a nationally respected wealth management firm to identify a Wealth Specialist to join its Family Office team in Cleveland. This is not an administrative back-office role—this is a front-row seat to the future of high-net-worth advising. You’ll work directly with Senior Wealth Advisors on complex, multi-generational client needs, setting the stage for your own upward trajectory.

If you're looking for a role that combines exposure to sophisticated planning with mentorship from some of the most experienced advisors in the business, this is your moment.

Why This Role Matters:

This growing Family Office is redefining the client experience for ultra-high-net-worth individuals and families. As a Wealth Specialist, you’ll be part of a high-performing team that prides itself on white-glove service, seamless execution, and long-term client partnership. This is a rare opportunity to build deep technical knowledge while preparing to become a future Family Office Advisor yourself.

What You’ll Do:

• Serve as the right-hand to Senior Wealth Advisors—supporting client meetings, preparing personalized financial materials, and executing follow-up action items.
• Act as a liaison between clients and internal teams (investment, tax, operations), ensuring precision, clarity, and responsiveness on every request.
• Manage day-to-day service and operations tasks with high-net-worth and ultra-high-net-worth clientele.
• Help coordinate estate planning, tax strategy, investment reviews, philanthropic giving, and family governance activities.
• Build trusted relationships with clients through proactive communication, problem-solving, and executional excellence.
• Leverage internal systems and processes to track progress, manage deliverables, and support long-term planning goals.
• Learn directly from the best—this is the launching pad for future Wealth Advisors within the firm.

What We’re Looking For:

• 2+ years of experience in financial services, preferably wealth management with exposure to high-net-worth or ultra-high-net-worth clients.
• Bachelor’s degree or equivalent experience required.
• Strong organizational skills, attention to detail, and a client-first mindset.
• Excellent interpersonal and communication skills—this is a relationship-driven role.
• Willingness to complete CFP® designation (preference for those currently pursuing or who already hold it).
• A collaborative, coachable spirit and a genuine passion for wealth management.

Compensation & Benefits:

• Competitive base salary and annual performance bonus.
• Full benefits package including 401(k), medical, dental, vision, and more.
• Tuition reimbursement and continued education opportunities.
• Clear growth track within the firm.
• Long-term opportunity to work with multi-generational clients and help manage significant relationships under seasoned leadership.

About District Partners:

We specialize in connecting next-generation talent with elite firms across the wealth management, private equity, and family office landscape. We’ve been engaged on this confidential search to help build the next class of leaders for one of the most respected wealth firms in the country.