Aspiring Wealth Advisor: Mentored Path to Lead Advisor

Kinetic Wealth Investment Advisors LLC; Westlake (OH); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Mentorship opportunities

Boutique firm environment

Growth into lead advisory role

Job summary

Kinetic Wealth Investment Advisors LLC in Westlake, OH invites you to start a long-term career as a Wealth Advisor. You will work directly with seasoned advisors, gaining hands-on experience in financial planning, investment strategy, client relationships, and business development.

This role emphasizes mentorship and progressive responsibility within a boutique independent advisory firm. The path leads toward becoming a trusted advisor with continued learning in tax planning, retirement design,

Qualifications

• 3+ years experience in financial services or wealth management.
• Bachelor’s degree in Finance, Economics, or related field.
• Securities licensing preferred (Series 6/7, 65, or SIE).
• Strong interest in financial planning and investment strategy.
• Excellent interpersonal and communication skills.
• High attention to detail and strong analytical ability.
• CFP designation or pursuit preferred.

Responsibilities

• Assist advisors in preparing financial plans and client recommendations.
• Participate in client meetings and follow-up implementation.
• Research planning strategies and investment solutions.
• Support portfolio analysis and reporting.
• Contribute to business development and prospecting efforts.
• Deliver exceptional client service and relationship support.

Skills

Financial planning

Investment strategy

Interpersonal communication

Analytical ability

Attention to detail

Education

Bachelor's degree in Finance or Economics

Securities licensing (Series 6/7, 65, or SIE)

CFP designation or pursuit

Job description

Kinetic Wealth Investment Advisors LLC in Westlake, OH invites you to start a long-term career as a Wealth Advisor. You will work directly with seasoned advisors, gaining hands-on experience in financial planning, investment strategy, client relationships, and business development.

This role emphasizes mentorship and progressive responsibility within a boutique independent advisory firm. The path leads toward becoming a trusted advisor with continued learning in tax planning, retirement design,