Financial Advisor

MBC Talent Connections; Cleveland (OH); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

65% payout structure

Flexible 1099 or W2 options

Transition and sign-on support

Operational and back-office support

Job summary

MBC Talent Connections is seeking a Senior Financial Advisor based in Cleveland, Ohio. This role offers an exciting opportunity for experienced advisors to manage and grow their book of business within a supportive platform that emphasizes client relationships and less administrative burden.

The ideal candidate will have over 10 years of wealth management experience, strong communication skills, and a Series 7 license, with a preference for those with a Series 66. Flexible working options and robust support are provided to help you scale your practice effectively.

Qualifications

• 10+ years of wealth management experience.
• Established book of business preferred.
• Growth-focused mindset necessary.

Responsibilities

• Manage and grow an existing client base.
• Build and maintain relationships with high-net-worth clients.
• Develop personalized financial strategies.

Skills

Client relationship management

Wealth management

Communication skills

Entrepreneurial mindset

Education

Active Series 7 license

Series 66 preferred

Job description

Senior Financial Advisor -Remote/Hybrid

Opportunity Overview

Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform.

This opportunity is ideal for advisors looking for:

• Greater control over income
• More time focused on client relationships
• Less administrative responsibility
• Resources to support continued growth

Responsibilities

• Manage and grow an existing client base
• Build and maintain long-term relationships with high-net-worth clients
• Develop personalized financial strategies
• Identify opportunities to expand client relationshipsFocus on higher-value advisory services

Qualifications

• 10+ years of wealth management experience
• Active Series 7 license required
• Series 66 preferred
• Established book of business preferred
• Strong client relationship and communication skills
• Growth-focused and entrepreneurial mindset

What's Offered

• 65% payout structure
• Flexible 1099 or W2 options
• Remote/hybrid flexibility
• Benefits available for W2 employees
• Transition and sign-on support
• Strong operational and back-office support
• Ability to focus on growing your advisory practice

Ideal Candidate

An experienced advisor who wants independence with infrastructure, stronger support, and the ability to scale their business.