Wealth Advisor

Boutique Recruiting; Broadview Heights (OH); Presencial; USD 100.000 - 180.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical insurance

401(k) Safe Harbor match

Paid time off

Descripción de la vacante

Boutique Recruiting in Broadview Heights, OH, seeks a Wealth Advisor to join a two-year transition toward ownership of a high‑growth practice. You will work with the founding advisor, initially serving a large orphan client base and gradually taking over meetings, the branch, and the business itself.

The role blends investment, advisory, insurance, retirement planning and financial planning, with a planning background and CFP/ChFC or progress toward one preferred.

Formación

• Candidates should have a strong planning background with tax and estate planning exposure.
• Licenses such as FINRA Series 7 and 63 (and 65/66 where applicable) are required or pursued.
• Experience in financial advisory with client service focus is essential.

Responsabilidades

• Learn the platform, systems, and operations alongside the current advisor to enable eventual ownership.
• Serve a large base of orphan clients from day one and progressively assume meetings.
• Provide comprehensive financial planning and investment advice, including tax and estate planning.
• Manage portfolios and advisory accounts while building relationships with retirement plan clients.
• Work with the team to improve client service and business operations, aiming for leadership.

Conocimientos

Client relationship skills

Financial planning background

Microsoft Word

Microsoft Outlook

Onsite work

Educación

CFP or ChFC designation or progress toward one

CPA or attorney background

High school diploma

Herramientas

Microsoft Word

Microsoft Outlook

Descripción del empleo

Position Title: Wealth Advisor

A practice with more than $250 million in assets and over $900,000 in annual revenue is looking for the advisor who will one day own it. This Wealth Advisor role is built as a two-year transition. The successful candidate works alongside the founding advisor, earns the trust of clients who have stayed with the practice for years, and gradually takes over client meetings, the branch, and the business itself. The role offers a path to leadership and ownership, which differs from joining another advisory firm.

The first day brings real work. A large base of orphan clients is available to serve immediately, and the practice combines investment, advisory, insurance, retirement plan, and financial planning business. Clients already rely on the practice for tax and estate-planning help, so a planning background matters here. Over time, the advisor takes over the branch of approximately 15 advisers and has the option to purchase a portion of the firm's RIA interest. The position is fully onsite in the Broadview Heights office, working with clients in person.

Salary Range: $100,000 - $180,000 / Year DOE

Plus participation in firm revenue sharing beginning in year two, with full payout on business personally brought in. The role is salaried during the transition and is not commission-only.

Wealth Advisor Responsibilities

• Work alongside the current advisor to learn the platform, systems, and operations of the practice in preparation for the transition of client relationships and ownership over roughly two years
• Begin serving a large base of orphan clients from the start of employment
• Attend existing client meetings, then take over a portion of each meeting, then more of them, until leading client meetings independently
• Provide financial planning and investment advice, including retirement, estate, tax, and insurance planning
• Manage investment portfolios and advisory accounts
• Build relationships with retirement plan clients and their participants
• Develop new clients to grow the practice over the long term, as clients are not simply handed over
• Work with the team to improve client service and business operations
• Assume management responsibilities for the branch of approximately 15 advisers and, in time, leadership and ownership of the practice

Wealth Advisor Requirements

• 3-5+ years of experience in financial advisory work
• Strong planning background, with depth in tax and estate planning gained outside the investment businesst
• FINRA Series 7 and Series 63 licenses, plus Series 65 or 66 where applicable
• A clean FINRA record with no disclosures
• High school diploma, with relevant experience valued over a college degree
• Service-oriented approach and strong client relationship skills
• Proficiency with Microsoft Word and Outlook
• Ability to work onsite in the Broadview Heights office, Monday through Friday, 8 a.m. to 5 p.m., and to meet with clients in person in the Cleveland area
• CFP or ChFC designation, or progress toward one, is preferred
• CPA or attorney background, or comparable advanced education, is preferred
• An existing book of business is a plus but not required

Benefits

• Medical insurance with the company paying 100% of the employee premium, plus dental and vision coverage
• 401(k) retirement plan with a Safe Harbor match
• Paid time off and paid holidays
• Opportunity to purchase a portion of the firm's RIA interest and ultimately acquire the practice

Advisors with a planning background and the ambition to own a practice are encouraged to apply today and step into a long-standing client base with a clear path to leadership.