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Explore a career at JL Smith

JL Smith Holistic Wealth Management—a proud NorthCoast 99 winner in 2023, 2024 and 2025—is among the region’s fastest-growing financial planning firms. We specialize in delivering comprehensive wealth management solutions tailored to high-net-worth individuals and families, successful business owners and professionals, and affluent retirees and pre-retirees. With offices in Ohio, Florida, Minnesota, and Washington—and an entrepreneurial spirit that drives us forward—we’re constantly seeking new opportunities to grow.

ERC received applications from businesses in Northeast Ohio on their website. Applicant responses were judged on policies and practices for attracting and retaining top performers, and the responses from employees at those companies. Scores were given based on ERC's criteria, with the top 99 scorers being the NorthCoast 99 winners. Third-party rankings and recognition from rating services or publications are no guarantee of future investment success. Working with a highly rated advisor does not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor or by any client nor are they representative of any one client’s evaluation. Generally, ratings, rankings and recognition are based on information prepared and submitted by the advisor. Unless otherwise noted no fee was paid for consideration of any ranking or award.

A Holistic Wealth Management Firm with Vision and Innovation at Its Core

JL Smith is a leading, growth-focused wealth management and tax planning firm with a proud legacy of innovation. Founded in 1995 by the creator of The Bucket Plan® , our firm has helped countless families and business owners simplify their financial lives and achieve lasting peace of mind through our proven holistic planning process

As our client base continues to expand, we’re looking for forward-thinking professionals to grow with us. If you're passionate about helping others and ready to be part of a visionary team, we invite you to apply.

Please submit your cover letter and resume to hr@jlsmithgroup.com

We’re currently seeking a Senior Wealth Manager to join our high-performing advisory team. If you are a seasoned financial advisor who values deep relationships, proactive service, and delivering truly comprehensive planning—we want to hear from you.

What You’ll Do:

  • Serve as the lead advisor and fiduciary for a select group of high-net-worth clients
  • Design and present holistic financial plans using The Bucket Plan® framework
  • Provide expert advice on investments, retirement income, tax strategy, insurance, and estate planning
  • Manage and grow client relationships through proactive communication and deep discovery
  • Collaborate with in-house specialists and external professionals to deliver integrated advice
  • Lead planning meetings, review sessions, and implementation follow-up
  • Support business development by participating in client introductions, referrals, and firm-wide marketing efforts working with Centers of Influence
  • Mentor junior advisors and paraplanners as part of our ensemble model

About You:

  • Bachelor’s degree required; advanced degrees and designations (CFP®, CPA, ChFC®, etc.) strongly preferred
  • 5+ years of experience as a financial advisor or wealth manager working with high-net-worth clients
  • Deep understanding of investment management, retirement income planning, tax-efficient strategies, insurance, and estate planning
  • Strong relationship-building, communication, and presentation skills
  • CRM and financial planning software experience
  • You’re entrepreneurial, team-oriented, and aligned with our long-term vision

We’re looking for a Paraplanner who is analytical, detail-oriented, and hungry to grow. If you love digging into financial data, supporting advisors, and eventually see yourself stepping into a lead advisory role—this is your opportunity to build a long-term career in a values-driven environment.

What You’ll Do:

  • Prepare financial plans, investment proposals, and supporting documentation for client meetings
  • Analyze financial data including tax returns, account statements, insurance policies, and estate documents
  • Assist in building cash flow projections, retirement plans, and portfolio recommendations
  • Maintain CRM and planning software data
  • Join client meetings with advisors to take notes and provide technical support
  • Track progress of planning recommendations and support implementation
  • Contribute to ongoing process improvements to enhance planning workflows

About You:

  • Bachelor’s Degree required (Finance, Accounting, Economics, or related field preferred)
  • You are analytical, detail-oriented, and thrive in a collaborative team environment
  • You value mentorship and want a clear career path to become a Financial Advisor
  • Strong technical skills in Excel and financial planning tools
  • Excellent communicator with both clients and team members
  • 2-5 years of experience in financial services or financial planning support preferred

We’re looking for a Client Service Associate who is resilient, detail-oriented, and looking to grow. If you’re passionate about supporting people, thrive in a structured team, and see your future in financial advising—this is your opportunity to build a long-term career.

What You’ll Do:

  • Lead the onboarding process for new clients, ensuring an exceptional first impression
  • Handle client service requests including contributions, distributions, wires, transfers, and rollovers
  • Prepare account paperwork and resolve NIGOs (Not in Good Order) promptly
  • Maintain and organize all paper and digital client records
  • Enter new prospects into CRM and support marketing/follow-up efforts
  • Answer and route client communications professionally via phone and email
  • Continuously look for ways to improve workflows and enhance the client experience

About You:

  • Bachelor’s Degree required
  • You are persistent, detail-oriented, and thrive in a collaborative environment
  • You value mentorship and want a clear career path to become a Financial Advisor
  • Strong organizational skills and follow-through on deadlines
  • Excellent communicator with both clients and internal teams
  • Proficient with Microsoft Office; CRM experience preferred (SmartOffice a plus)
  • 1+ year in financial services or client-facing role preferred

Internship Opportunities

Experience what it’s like to be part of a purpose-driven wealth management firm
Interns at JL Smith Holistic Wealth Management work alongside financial professionals and client support teams to get real-world experience changing lives through financial services.

Your time with us will be shaped by mentorship, personalized development, and a culture driven by core values.

What Defines Us

Here at JL Smith, people are the heart of our culture. We are grounded in five core values:

1. Ownership Mindset

2. Hungry yet Humble

3. Innovation to Execution

4. Kind and Compassionate

5. Positive, Grateful and Fun

If this sounds like you, we would love you to join our team!