Financial Advisor

Leading Financial Advisory Firm; Findlay (OH); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Health insurance

401(k) with matching contributions

Mentorship and learning opportunities

Great working environment for growth

No business development requirement

Job summary

Resolute Wealth Advisor in Findlay, OH is seeking a Financial Advisor to work with an established client base on-site. You will focus on delivering comprehensive financial plans and exceptional client service from day one.

Responsibilities include discovering client goals, implementing plans with internal teams, and maintaining portfolios aligned to client objectives. Growth opportunities are available with mentorship and an environment supportive of professional development.

Qualifications

• Experience in financial services (planning, banking, investments, insurance, etc.)
• Strong client relationships and communication skills
• Analytical and detail-oriented

Responsibilities

• Develop and deliver financial plans (cash flow, taxation, investments, retirement, estate planning, risk management)
• Conduct client discovery meetings to understand goals and priorities
• Guide clients through implementation with internal support teams
• Meet regularly with clients to review and refine plans
• Monitor portfolios to align with client strategies
• Collaborate with internal specialists to deliver well-rounded advice
• Maintain accurate client records in CRM
• Contribute to exceptional client experiences and firm initiatives

Skills

Client relationships

Communication skills

Analytical and detail-oriented

Team-oriented

Financial services experience

Job description

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.

The 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

If you’re looking for a role where you can focus on clients—not prospecting—and make an immediate impact, this is that opportunity.

We are an Equal Opportunity Employer.