Financial Advisor

The Strategic Implementer; Independence (OH); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Company-paid health insurance

401(k) with safe harbor contribution

Generous paid time off (PTO)

18 annual holidays

Half-day Fridays throughout the summer

Job summary

The Strategic Implementer is seeking a Financial Advisor to join their team in Independence, Ohio. The position offers a hybrid work model after training and involves leading client meetings, collaborating with teams, and maintaining strong client relationships. Candidates should have a minimum of 7 years of advisory experience, excellent communication skills, and a tech-savvy approach. The company provides competitive benefits, including health insurance and a 401(k).

Qualifications

• Minimum 7 years of experience in an advisory role.
• Warm communication with clients.
• Ability to learn quickly.

Responsibilities

• Lead client meetings with the plan to take over client relationships over time.
• Collaborate with internal teams to ensure all client-related activities are executed efficiently.
• Cultivate and maintain strong relationships with clients.
• Understand clients' financial goals and preferences.
• Review and execute on financial planning tasks after client meetings.
• Stay informed on financial market trends and regulatory changes.
• Identify opportunities for client growth and new business.

Skills

Excellent written and verbal communication skills

Ability to speak to prospects and close warm leads

Tech-savvy

Organized and detail-oriented

Problem solving and independent worker

Education

CFP or ChFC preferred

Job description

Financial Advisor – Tempo Wealth

Location: Independence, OH

Website: TempoWealth.com

Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a Financial Advisor to join our expanding team and play a key role in providing excellent financial advice to our existing clients.

This position can be hybrid after a training period in the office.

Salary & Benefits

• Salary Range: $100,000 – $150,000, commensurate with experience and credentials
• Company-paid health insurance
• 401(k) with safe harbor contribution
• Group life and disability insurance
• Generous paid time off (PTO), 18 annual holidays, and half-day Fridays throughout the summer

Key Responsibilities

• Lead client meetings with the plan to take over client relationships over time
• Collaborate with internal teams, such as compliance, investment operations, and client service, to ensure all client-related activities are executed efficiently and in line with company standards
• Cultivate and maintain strong relationships with clients
• Understand clients' financial goals and preferences
• Review and execute on financial planning tasks after client meetings
• Stay informed on financial market trends and regulatory changes
• Identify opportunities for client growth and new business

Qualifications

• Minimum 7 years of experience in an advisory role
• Excellent written and verbal communication skills, both internally and client-facing
• Warm communication with clients
• Ability to speak to prospects and close warm leads
• Tech-savvy, with the ability to learn quickly
• Organized and detail-oriented
• Problem solving and independent worker – we do not micromanage
• CFP or ChFC preferred

Hiring Process

Qualified candidates will begin with a 15–30-minute Zoom interview conducted by our external hiring consultant. If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership. Finalists may also be asked to complete professional assessments.

Tempo Wealth is an Equal Opportunity Employer.

We celebrate diversity and are committed to creating an inclusive environment for all employees.