Financial Advisor

Redwood Financial Network Corp; Solon (OH); Presencial; USD 70.000 - 150.000; Jornada completa

Descripción de la vacante

Redwood Financial Network Corp is seeking a client-focused Financial Advisor to guide clients through key financial decisions and develop personalized strategies. The role requires strong communication skills and the ability to clearly explain financial concepts while ensuring a consistent client experience.

The Financial Advisor will work directly with clients, collaborate with internal teams, and ensure comprehensive planning across areas like retirement and tax considerations. The position is based in the Solon, Ohio office and requires consistent in-office presence.

Formación

• Professional and dependable with a focus on client relationships.
• Experience in a planning-focused environment is preferred.
• Ability to work within a team-based set-up.

Responsabilidades

• Lead client relationships and ensure clear financial planning.
• Collaborate with internal teams for accurate implementation of plans.
• Meet with clients to develop planning strategies.

Conocimientos

Strong interpersonal and communication skills

Ability to explain financial concepts clearly

Organized approach to planning

Professionalism and attention to detail

Comfort in a team environment

Educación

Experience in financial planning or wealth management

Descripción del empleo

We are seeking a client-focused Financial Advisor to join our team. This role plays an important part in guiding clients through key financial decisions and helping them stay aligned with their long‑term goals.

The Financial Advisor works directly with clients to understand their priorities, develop planning strategies, and provide ongoing guidance across retirement, income planning, tax considerations, and overall financial coordination.

This position works closely with internal team members to ensure that recommendations are implemented accurately and that the client experience remains consistent.

Role Overview

The Financial Advisor is responsible for leading client relationships and ensuring that each client’s financial plan is clear, coordinated, and aligned with their long‑term goals.

This role involves meeting with clients, developing planning strategies, and providing ongoing guidance while working within the firm’s planning approach.

Success in this role requires strong communication skills, the ability to explain financial concepts clearly, and a consistent approach to managing client relationships.

The position also involves collaborating with internal team members to ensure that planning recommendations are implemented and that clients remain well supported over time.

Compensation

Compensation structure will be based on experience and may include salary, incentives, and performance‑based components. Typical total compensation range: $70,000 – $150,000+, depending on experience and production

Location

This position may be based in either our Solon, Ohio, or our Durham, North Carolina, office.

Work Structure

This is an in‑office role and is not designed for remote or hybrid work.

Team members are expected to work from the office each day in either our Solon, Ohio or Durham, North Carolina location.

Typical work hours are:

8:00 AM to 5:00 PM
with a one-hour unpaid lunch break.

We strongly encourage team members to take their lunch break during the day rather than at the end of the workday so they can recharge and maintain a sustainable work rhythm.

Because this role involves ongoing client communication and internal collaboration, consistent office presence is important.

Ideal Candidate

The ideal candidate is professional, dependable, and enjoys working directly with clients in a planning-focused environment.

Preferred qualities include:

• Strong interpersonal and communication skills
• Ability to explain financial concepts in a clear and simple way
• A consistent and organized approach to planning
• High level of professionalism and attention to detail
• Comfort working within a team‑based environment

Experience in financial planning, wealth management, or a related field is preferred.