Client-Focused Financial Planner

Redwood Financial Network Corp; Solon (OH); On-site; USD 70,000 - 150,000; Full time

Job summary

Redwood Financial Network Corp is seeking a client-focused Financial Advisor to guide clients through key financial decisions and develop personalized strategies. The role requires strong communication skills and the ability to clearly explain financial concepts while ensuring a consistent client experience.

The Financial Advisor will work directly with clients, collaborate with internal teams, and ensure comprehensive planning across areas like retirement and tax considerations. The position is based in the Solon, Ohio office and requires consistent in-office presence.

Qualifications

• Professional and dependable with a focus on client relationships.
• Experience in a planning-focused environment is preferred.
• Ability to work within a team-based set-up.

Responsibilities

• Lead client relationships and ensure clear financial planning.
• Collaborate with internal teams for accurate implementation of plans.
• Meet with clients to develop planning strategies.

Skills

Strong interpersonal and communication skills

Ability to explain financial concepts clearly

Organized approach to planning

Professionalism and attention to detail

Comfort in a team environment

Education

Experience in financial planning or wealth management

Job description

Redwood Financial Network Corp is seeking a client-focused Financial Advisor to guide clients through key financial decisions and develop personalized strategies. The role requires strong communication skills and the ability to clearly explain financial concepts while ensuring a consistent client experience.

The Financial Advisor will work directly with clients, collaborate with internal teams, and ensure comprehensive planning across areas like retirement and tax considerations. The position is based in the Solon, Ohio office and requires consistent in-office presence.