Hybrid Financial Advisor - Client Growth & Planning Leader

Tempo Wealth, LLC; Independence Township (OH); Hybrid; USD 125,000 - 175,000; Full time

Benefits offered by this job

Salary range

Health insurance

401(k) with safe harbor

Group life and disability insurance

PTO + holidays

Job summary

Tempo Wealth, LLC is seeking a Financial Advisor in Independence, OH to join a fast-growing, fee-only planning firm. You will lead client meetings, collaborate with compliance and operations, and cultivate relationships to understand client goals and execute financial planning tasks.

The role offers a hybrid work model after an office training period, with a salary range of $125,000–$175,000 and comprehensive benefits.

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.
• CFP or ChFC preferred.

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.

Skills

Client communication

Relationship management

Business development

Independent worker

Tech-savvy

Education

CFP or ChFC

Job description

Tempo Wealth, LLC is seeking a Financial Advisor in Independence, OH to join a fast-growing, fee-only planning firm. You will lead client meetings, collaborate with compliance and operations, and cultivate relationships to understand client goals and execute financial planning tasks.

The role offers a hybrid work model after an office training period, with a salary range of $125,000–$175,000 and comprehensive benefits.