Holistic Wealth Advisor — Mentorship & Growth (In-Office)

Kinetic Wealth; Westlake (OH); On-site; USD 70,000 - 110,000; Full time

Job summary

Kinetic Wealth is expanding its independent advisory team to provide holistic wealth management beyond basic asset allocation. The firm emphasizes mentorship, comprehensive financial planning, and a broad service offering—from risk and retirement planning to tax and estate considerations.

This full-time, in-office role focuses on building trusted client relationships and delivering tailored financial strategies.

Qualifications

• 3+ years of financial services industry experience.
• Securities License (Series 6 or 7), Series 65 and/or SIE.
• Life, Accident and Health insurance desired.
• BS degree in Finance or related field.

Responsibilities

• Deliver consistent excellent service to clients and prepare for meetings with them.
• Collaborate with Client Service Manager to ensure timely follow-up on client requests.
• Be trained on industry-leading financial planning tools and software.
• Offer strategic advice on investments, insurance, and tax planning to meet client objectives.
• Research funds, products, and strategies relevant to client situations.
• Prospect for new client relationships and help grow the firm.

Skills

Financial services experience

Sales experience

Interpersonal skills

Education

BS in Finance or related field

Tools

Financial planning software

Job description

Kinetic Wealth is expanding its independent advisory team to provide holistic wealth management beyond basic asset allocation. The firm emphasizes mentorship, comprehensive financial planning, and a broad service offering—from risk and retirement planning to tax and estate considerations.

This full-time, in-office role focuses on building trusted client relationships and delivering tailored financial strategies.