Client-Focused Financial Advisor — Onsite in Cleveland

Signature Estate & Investment Advisors, LLC; Mayfield Heights (OH); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k) retirement plan with employer-m

Disability insurance

Job summary

Signature Estate & Investment Advisors, LLC seeks a Financial Advisor to work with clients on investment reviews, planning, and ongoing service. You will partner with an experienced advisory team to strengthen client relationships and grow the practice in a collaborative environment.

The role requires a Bachelor's degree, active FINRA licenses, and five‑day onsite presence in the Cleveland/Mayfield Heights office.

Qualifications

• Bachelor's degree from an accredited college or university.
• Active FINRA Series 7 license and Series 66 or Series 63/65.
• Experience in financial advisory, wealth management, or related field.
• Ability to conduct client conversations and support financial planning discussions.
• Strong communication, organizational, and problem‑solving skills.
• Ability to work onsite five days per week in the Cleveland / Mayfield Heights office.

Responsibilities

• Build and maintain meaningful client relationships.
• Deliver thoughtful financial planning and investment guidance.
• Take ownership of client service and respond to inquiries promptly.
• Contribute to the growth of the practice through client development.
• Work collaboratively with the advisory team to deliver high‑quality service.

Skills

Communication skills

Organizational skills

Problem solving

Independent worker

Education

Bachelor's degree

Tools

Microsoft Office

CRM systems

Financial software

Job description

Signature Estate & Investment Advisors, LLC seeks a Financial Advisor to work with clients on investment reviews, planning, and ongoing service. You will partner with an experienced advisory team to strengthen client relationships and grow the practice in a collaborative environment.

The role requires a Bachelor's degree, active FINRA licenses, and five‑day onsite presence in the Cleveland/Mayfield Heights office.