Financial Advisor

The Strategic Implementer; Findlay (OH); In loco; USD 100.000 - 150.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

401(k) with matching contributions

Mentorship and learning opportunities

Great working environment for professional growth

Descrizione del lavoro

A growing registered investment advisor is seeking a Financial Advisor in Findlay, OH, to work with an existing client base from day one. This role emphasizes high-quality advice and relationship management without sales pressure. Salary ranges from $100K-$150K, with benefits like health insurance and 401(k). Suitable for someone experienced in financial services with strong analytical and communication skills. Join a firm committed to professional growth and client satisfaction.

Competenze

• Experience in financial services, including planning, banking, investments, or insurance.
• Strong client relationship and communication skills are essential.
• Analytical mindset with great attention to detail.
• Ability to work collaboratively in a team environment.

Mansioni

• Develop comprehensive financial plans including cash flow and investment strategies.
• Conduct client discovery meetings to understand their goals.
• Guide clients through implementation with support from internal teams.
• Monitor client portfolios to ensure alignment with strategies.
• Participate in firm initiatives and recommend improvements.

Conoscenze

Experience in financial services

Strong client relationship skills

Communication skills

Analytical skills

Detail-oriented

Team-oriented

Professionalism

Descrizione del lavoro

Financial Advisor – Resolute Wealth Advisor

Join a Growing RIA | No Sales Required to Start | Immediate Client Work

Location: Findlay, OH (On-site)

Why This Role Stands Out

• Walk into an existing client base – no need to build from scratch
• Firm is at capacity – immediate opportunity to make an impact
• No sales pressure upfront – focus on advice and client relationships
• Optional business development track with strong upside
• Established RIA platform with real growth potential

The Opportunity

Resolute Wealth Advisor is growing—and we need help now.

Demand for our services has exceeded capacity, which means you’ll step directly into working with real clients from day one. No waiting. No “build your own book” requirement.

Financial Advisor role is focused on delivering high-quality advice, managing relationships, and being a key contributor to client experience.

Salary and Benefits

• Salary range for this position will be $100K-$150K depending on experience and credentials
• Health insurance
• 401(k) with matching contributions
• Mentorship and learning opportunities
• Great working environment for professional growth
• No business development requirement

What You’ll Do

• Develop and deliver comprehensive financial plans (cash flow, tax strategies, investments, retirement, estate planning, risk management)
• Conduct in-depth client discovery meetings to understand goals and priorities
• Guide clients through implementation alongside internal support teams
• Meet regularly with clients to review, update, and refine plans
• Monitor portfolios to ensure alignment with client strategies
• Collaborate with internal specialists to deliver well‑rounded advice
• Delegate non‑advisory tasks to maximize efficiency
• Maintain accurate and up‑to‑date client records in CRM
• Participate in client events and contribute to an exceptional client experience
• Contribute to firm initiatives and recommend process improvements
• Bring a collaborative, team‑first approach to the organization

What We’re Looking For

• Experience in financial services (planning, banking, investments, insurance, etc.)
• Strong client relationship and communication skills
• Analytical and detail‑oriented
• Team‑oriented with a high standard of professionalism

The Long‑Term Opportunity

• Deepen your impact with clients in a growing firm
• Take on increasing responsibility within the team
• Participate in business development (optional) with meaningful compensation upside

We are an Equal Opportunity Employer.