Hybrid Financial Advisor - Client-Focused Planning

McCauley Financial, LLC; Akron (OH); Hybrid; USD 60,000 - 90,000; Full time

Job summary

A financial services firm is seeking a full-time Financial Advisor based in Akron, OH. The role involves developing tailored financial plans, providing expert investment advice, and delivering retirement planning solutions. Ideal candidates will have a Bachelor's degree in Finance or a related field, excellent communication skills, and experience in financial advisory services. Opportunities for hybrid work are available, supporting a balance between office and remote tasks.

Qualifications

• Proficiency in financial planning and retirement planning.
• Strong knowledge of finance and investments.
• Experience in delivering financial advisory services.

Responsibilities

• Develop tailored financial plans for clients.
• Provide expert advice on investments.
• Deliver comprehensive retirement planning solutions.
• Conduct financial assessments.
• Maintain regular communication with clients.

Skills

Financial Planning

Retirement Planning

Finance knowledge

Investment knowledge

Communication skills

Interpersonal skills

Client relationship management

Education

Bachelor's degree in Finance, Economics, or related field

CFP certification

Tools

Financial planning software

Job description

A financial services firm is seeking a full-time Financial Advisor based in Akron, OH. The role involves developing tailored financial plans, providing expert investment advice, and delivering retirement planning solutions. Ideal candidates will have a Bachelor's degree in Finance or a related field, excellent communication skills, and experience in financial advisory services. Opportunities for hybrid work are available, supporting a balance between office and remote tasks.