Registered Client Associate

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

McCauley Financial, LLC is dedicated to supporting the financial well-being of its clients through integrity, superior service, and tailored financial solutions. The firm emphasizes communication, innovation, and a commitment to assisting clients in achieving their financial objectives. As an independent entity partnered with Raymond James Financial Services, McCauley Financial delivers investment and advisory services of the highest caliber. The organization is proud to operate with a client-first mentality and strives to give back to the communities it serves.

Overview

This is a full-time hybrid role for a Financial Advisor based in Akron, OH. The position entails working closely with clients to develop tailored financial plans, providing expert advice on investments, and delivering comprehensive retirement planning solutions. Other responsibilities include conducting financial assessments, staying informed about industry trends, and maintaining regular communication with clients. While the role is primarily office-based, opportunities to work remotely part of the time are available.

Qualifications

• Proficiency in Financial Planning and Retirement Planning
• Strong knowledge of Finance and Investments
• Experience in delivering Financial Advisory services
• Excellent communication and interpersonal skills
• Ability to build and maintain client relationships with professionalism and integrity
• Proficiency with financial planning tools and software is preferred
• Bachelor's degree in Finance, Economics, or related field required; CFP or similar certification is a strong advantage
• Licenses such as Series 7 and 66, or the ability to obtain applicable certifications promptly