Senior Wealth Advisor — Hybrid, Client Growth & Planning

The Strategic Implementer; Independence (OH); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Company-paid health insurance

401(k) with safe harbor contribution

Generous paid time off (PTO)

18 annual holidays

Half-day Fridays throughout the summer

Job summary

The Strategic Implementer is seeking a Financial Advisor to join their team in Independence, Ohio. The position offers a hybrid work model after training and involves leading client meetings, collaborating with teams, and maintaining strong client relationships. Candidates should have a minimum of 7 years of advisory experience, excellent communication skills, and a tech-savvy approach. The company provides competitive benefits, including health insurance and a 401(k).

Qualifications

• Minimum 7 years of experience in an advisory role.
• Warm communication with clients.
• Ability to learn quickly.

Responsibilities

• Lead client meetings with the plan to take over client relationships over time.
• Collaborate with internal teams to ensure all client-related activities are executed efficiently.
• 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

Excellent written and verbal communication skills

Ability to speak to prospects and close warm leads

Tech-savvy

Organized and detail-oriented

Problem solving and independent worker

Education

CFP or ChFC preferred

Job description

The Strategic Implementer is seeking a Financial Advisor to join their team in Independence, Ohio. The position offers a hybrid work model after training and involves leading client meetings, collaborating with teams, and maintaining strong client relationships. Candidates should have a minimum of 7 years of advisory experience, excellent communication skills, and a tech-savvy approach. The company provides competitive benefits, including health insurance and a 401(k).