Financial Advisor

The Well; Cleveland (OH); Hybrid; USD 75.000 - 150.000; Vollzeit

Zusammenfassung

The Well is seeking an experienced Financial Advisor to grow a local market around Cleveland, OH. This remote role requires you to be within a 2–3 hour drive of Cleveland and to own development in your territory while delivering comprehensive financial plans to clients.

Applicants should have 5+ years in wealth management, a Bachelor's degree, and Series 7/66 (or willingness to obtain; sponsorship available). CFP preferred and a portable book of business is a plus.

Qualifikationen

• 5+ years wealth management experience in an independent or mid-size RIA.
• Bachelor's degree required.
• CFP preferred.
• Series 7 and Series 66 licenses (or willing to obtain; firm sponsorship).
• Portable book of business or strong client network built organically.
• Self-starters energized by community engagement and building own pipeline.

Aufgaben

• Drive organic business development through networking, COI relationships, and community presence.
• Serve and retain existing client relationships within your territory.
• Build and deliver comprehensive financial plans, leading client meetings from start to finish; collaborate with internal planning team and relationship managers on complex cases.
• Grow new client AUM and wallet share of existing clients.

Kenntnisse

Business development

Client relationships

Financial planning

Self-starter

Networking

Ausbildung

Bachelor's degree

CFP preferred

Series 7 license

Series 66 license

Tools

Portable book of business

Jobbeschreibung

We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM.

About the Role

This is a remote role - but you must be based within approximately a 2-3 hour drive of Cleveland, OH. This is not a work-from-anywhere opportunity; it is a chance to own and grow a local market.

Responsibilities

• Drive organic business development through networking, COI relationships, and community presence
• Service and retain existing client relationships within your territory
• Build and deliver comprehensive financial plans, leading client meetings from start to finishCollaborate with an internal planning team and relationship managers on complex situations
• Grow both new client AUM and wallet share of existing clients

Qualifications

• Advisors with 5+ years of true wealth management experience at an independent or mid-size RIA
• Bachelor's degree required
• CFP Preferred
• Series 7 and Series 66 licensed (or willing to obtain - firm will sponsor)
• Advisors with a portable book of business or a strong client network built organically
• Self-starters who are energized by community engagement and building their own pipeline

What the Compensation Looks Like

• Base: $75,000 - $150,000 (5+ year advisors typically $90,000 - $150,000)
• Annual performance bonus: 25% of base
• New business incentive: 40% of net revenue on territory new business
• Retention bonus: 3% of total territory AUM at quarter end

This Is Not the Right Fit If...

• Your business development experience has relied on an institutional or bank-provided client pipeline
• You are primarily service and planning focused with limited appetite for new business generation
• You are not located in or willing to relocate to one of the three territories