Financial Advisor

Signature Estate & Investment Advisors, LLC; Cleveland (OH); On-site; USD 60,000 - 90,000; Full time

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Proactive attitude

Client service

Team collaboration

Education

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

Tools

Series 7

Series 66

Excel

Order Processing Systems

Word

Outlook

PowerPoint

CRM software

Job description

SUMMARY:

Our team provides a holistic and calm approach to financial planning, wealth preservation, and wealth creation for our clients. We are looking for a Financial Advisor to join our team that always puts clients first, is optimistic, positive, and passionate about helping people meet their goals. Being proactive, helpful, and collaborative are necessary skills to be successful here. You must be tenacious with a "can do" attitude always focused on doing the right thing for the client. This position works directly with clients assisting them with reviews, market updates, trades, and other areas such as Financial, Estate & Retirement Planning. As a member of an advisory team, each member works together servicing clients. This may also involve prospecting and attaining new clients.

DUTIES AND RESPONSIBILITIES:

• 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.

SUPERVISORY RESPONSIBILITIES:

• This job has no supervisory responsibilities.

QUALIFICATIONS:

• 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.