Client-Centric Wealth Advisor

Signature Estate & Investment Advisors, LLC; Cleveland (OH); Presencial; USD 60.000 - 90.000; Jornada completa

Descripción de la vacante

Signature Estate & Investment Advisors, LLC is seeking a Financial Advisor to join our team and help clients meet their goals through comprehensive planning and ongoing service. The role emphasizes proactive, collaborative client engagement and a can-do attitude in delivering reviews, market updates, and fiduciary guidance.

You will work directly with clients on reviews, trades, and retirement planning, while prospecting to grow the client base as part of a collaborative advisory team.

Formación

• Bachelor's Degree (BA) from four-year college or university, or one to two years of related experience and/or training, or equivalent combination of education and experience.
• Certificates, licenses, and registrations required: FINRA licenses Series 7 and 66.
• Computer skills required: Spreadsheet Software (Excel); Order Processing Systems; Word Processing Software (Word); Electronic Mail Software (Outlook); Presentation software (PowerPoint); and CRM software.

Responsabilidades

• Oversees client planning, implementation, and service details.
• Conducts investment reviews.
• Responds to service issues.
• Maintains client and practice management data.
• Independently serves and grows existing investment clients.
• Performs other related duties as assigned by management.

Conocimientos

Proactive attitude

Client service

Team collaboration

Educación

Bachelor's Degree (BA) from four-year college or university

Herramientas

Series 7

Series 66

Excel

Order Processing Systems

Word

Outlook

PowerPoint

CRM software

Descripción del empleo

Signature Estate & Investment Advisors, LLC is seeking a Financial Advisor to join our team and help clients meet their goals through comprehensive planning and ongoing service. The role emphasizes proactive, collaborative client engagement and a can-do attitude in delivering reviews, market updates, and fiduciary guidance.

You will work directly with clients on reviews, trades, and retirement planning, while prospecting to grow the client base as part of a collaborative advisory team.