Strategic Wealth & Retirement Advisor

Strive Solutions; Chardon (OH); On-site; USD 60,000 - 100,000; Full time

Job summary

Strive Solutions is seeking a Wealth Advisor to assess clients’ financial situations and develop tailored plans. You will provide investment guidance and support wealth management strategies while delivering retirement planning aligned with individual needs.

In this role, you will build strong client relationships focused on satisfaction and trust, continuously refining recommendations with sound financial knowledge and judgment.

Qualifications

• Strong knowledge of investments, wealth management, and retirement planning.
• Ability to analyze client data and translate it into actionable guidance.
• Excellent communication and client-focused advisory skills.
• High professionalism and commitment to ethical financial practices.

Responsibilities

• Assess clients’ financial situations and future goals to develop tailored plans
• Provide investment advice and support wealth management strategies
• Deliver retirement planning guidance aligned with individual needs
• Build strong client relationships focused on satisfaction and trust
• Continuously refine recommendations using sound financial knowledge and judgment

Skills

Investments

Wealth management

Retirement planning

Client advisory

Job description

Strive Solutions is seeking a Wealth Advisor to assess clients’ financial situations and develop tailored plans. You will provide investment guidance and support wealth management strategies while delivering retirement planning aligned with individual needs.

In this role, you will build strong client relationships focused on satisfaction and trust, continuously refining recommendations with sound financial knowledge and judgment.