Associate Wealth 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

Build Your Career as a Wealth Advisor

The wealth management industry is full of training programs that promise to develop great advisors. Most don’t. Many firms focus almost entirely on prospecting and asset gathering while providing little guidance on how to actually deliver meaningful financial advice. At Kinetic Wealth, we believe the foundation of a successful advisory career is mastery of financial planning and client relationships. Our firm was built around the idea that wealth management should go far beyond portfolio construction. We help clients make coordinated decisions across investments, taxes, retirement planning, risk management, and estate planning. As an independent Registered Investment Advisor, we are able to provide objective advice and build long-term relationships with the families we serve.

The Opportunity

We are looking for a motivated professional who wants to build a long-term career as a wealth advisor. This role provides the opportunity to work directly alongside experienced advisors and gain hands-on experience in every aspect of the profession, including:

• Financial planning.
• Investment strategy.
• Client relationship management.
• Business development.

You will receive mentorship and coaching while developing the technical knowledge and interpersonal skills required to become a trusted advisor. Over time, the goal is for this role to evolve into a lead advisory position within the firm.

What You Will Learn

The path to becoming a great advisor requires mastery of many disciplines.

• Financial planning strategy.
• Tax planning concepts.
• Retirement plan design.
• Portfolio construction.
• Insurance and risk management.
• Client psychology and communication.
• Business development and relationship building.

This role is ideal for someone who is intellectually curious, competitive, and motivated to grow professionally.

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.

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.

Why Kinetic Wealth

• Direct mentorship from experienced advisors.
• Exposure to sophisticated financial planning strategies.
• Opportunity to grow into a lead advisory role.
• Collaborative boutique firm environment.
• Participation in a rapidly growing firm.

Compensation

Competitive salary plus performance-based bonus.