Financial Advisor

Signature Estate & Investment Advisors, LLC; Mayfield Heights (OH); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

401(k) retirement plan with employer-m

Disability insurance

Job summary

Signature Estate & Investment Advisors, LLC seeks a Financial Advisor to work with clients on investment reviews, planning, and ongoing service. You will partner with an experienced advisory team to strengthen client relationships and grow the practice in a collaborative environment.

The role requires a Bachelor's degree, active FINRA licenses, and five‑day onsite presence in the Cleveland/Mayfield Heights office.

Qualifications

• Bachelor's degree from an accredited college or university.
• Active FINRA Series 7 license and Series 66 or Series 63/65.
• Experience in financial advisory, wealth management, or related field.
• Ability to conduct client conversations and support financial planning discussions.
• Strong communication, organizational, and problem‑solving skills.
• Ability to work onsite five days per week in the Cleveland / Mayfield Heights office.

Responsibilities

• Build and maintain meaningful client relationships.
• Deliver thoughtful financial planning and investment guidance.
• Take ownership of client service and respond to inquiries promptly.
• Contribute to the growth of the practice through client development.
• Work collaboratively with the advisory team to deliver high‑quality service.

Skills

Communication skills

Organizational skills

Problem solving

Independent worker

Education

Bachelor's degree

Tools

Microsoft Office

CRM systems

Financial software

Job description

Location: Cleveland / Mayfield Heights, OH

Base Salary: $75,000–$95,000 annually

SUMMARY: Our team takes a holistic and thoughtful approach to financial planning, wealth preservation, and wealth creation, always putting our clients' needs first. We are looking for a Financial Advisor who is positive, proactive, collaborative, and genuinely passionate about helping people achieve their financial goals. The ideal candidate brings a strong sense of ownership, a solutions-oriented mindset, and a commitment to doing what is right for each client. In this role, you will work directly with clients on investment reviews, market updates, trades, and financial, estate, and retirement planning. You will collaborate closely with an experienced advisory team to deliver personalized service, strengthen existing client relationships, and support the continued growth of the practice through new client development opportunities.

Responsibilities

Build and maintain meaningful client relationships

• Work directly with clients to understand their financial goals, priorities, and changing circumstances.
• Conduct investment reviews and participate in discussions about financial planning, retirement, estate planning, and wealth preservation.
• Provide proactive communication, market updates, and ongoing support to help clients make informed decisions.
• Develop the trust and confidence needed to manage client relationships independently.

Deliver thoughtful financial planning and investment guidance

• Prepare financial plans that reflect each client's individual needs and long-term objectives.
• Review investment performance, discuss market conditions, and assist with investment decisions and trades.
• Prepare for client meetings by reviewing financial information, investment reports, previous discussions, and outstanding planning needs.
• Develop meeting agendas and identify important topics that require additional research or preparation.

Take ownership of client service

• Oversee client planning, implementation, and ongoing service requirements.
• Independently manage assigned client relationships as responsibilities develop.
• Address client questions and service needs promptly and thoughtfully.
• Maintain accurate client information and practice management records.

Contribute to the growth of the practice

• Help strengthen and expand relationships with existing clients.
• Participate in marketing activities and opportunities to develop new client relationships.
• Build the skills and experience needed to take on additional client responsibility and potentially transition into a Lead Advisor role.

Work collaboratively with the advisory team

• Partner with experienced advisors, financial planners, and client service professionals.
• Follow established processes that help the team deliver consistent, high-quality service.
• Continue learning new capabilities, financial planning approaches, and the systems used by the practice.

Required Qualifications

• Bachelor's degree from an accredited college or university.
• Active FINRA Series 7 license and either Series 66 or the combination of Series 63 and Series 65.
• Professional experience in financial advisory services, wealth management, investment management, or a closely related field.
• Experience working directly with clients to understand financial needs, discuss investment strategies, and build trusted relationships.
• Ability to conduct client conversations, contribute to financial planning discussions, and support investment reviews.
• Strong understanding of financial planning, investment principles, and client relationship management.
• Ability to work independently while following established team processes.
• Strong communication, organizational, and problem-solving skills.
• Proficiency with Microsoft Office, CRM systems, and financial or investment-related software.
• Ability to work onsite five days per week in the Cleveland / Mayfield Heights office.

Above all, we value professionals who are thoughtful, proactive, collaborative, and genuinely interested in helping clients achieve their financial goals.

Preferred Qualifications

• Approximately 3–7 years of relevant financial advisory or wealth management experience is preferred, although candidates with different levels of experience will be considered.
• Experience independently conducting client meetings and managing ongoing advisory relationships.
• Familiarity with comprehensive financial planning, including retirement planning, investment management, and estate planning considerations.
• Experience developing new client relationships or contributing to business development activities.
• Experience working within a structured advisory practice while adapting recommendations and service to individual client needs.

Compensation and Benefits

Base Salary: $75,000–$95,000 annually.

Compensation will depend on experience and the responsibilities of the position.

Benefits include:

• Medical insurance
• Vision insurance
• 401(k) retirement plan with employer matching
• Short-term and long-term disability insurance

Additional Job Application TermsThis job is part of LinkedIn’s Full-Service Hiring beta program. Eligibility is limited to candidates located in and performing services in the United States, excluding those based in Alaska, Hawaii, Nevada, South Carolina, or West Virginia.

We’re committed to making our hiring process as smooth and timely as possible, and we understand that waiting to hear back can add to the anticipation. If you’re a potential fit, our team will reach out within two weeks to progress you to the next stage. If you don’t hear from us in that time, we encourage you to explore other opportunities with our team in the future, and we wish you the very best in your job search.