Wealth Advisor - Holistic Planning & Mentorship

Kinetic Wealth; Westlake (OH); On-site; USD 90,000 - 140,000; Full time

Job summary

Kinetic Wealth is seeking an in-office Wealth Advisor to grow a holistic practice, delivering comprehensive planning beyond asset allocation. You will work with an advisory team, mentor-driven, and focus on long-term client relationships in a boutique setting.

The role emphasizes mentorship, development, and building a scalable advisory business through risk management, retirement and estate planning, and tax strategies, with emphasis on client outcomes.

Qualifications

• 3+ years of experience in financial services.
• Securities license (Series 6 or 7), Series 65 and/or SIE.
• Life, Accident and Health insurance desired.
• Strong understanding of wealth management and financial planning.
• Certified Financial Planner or other certifications preferred, but not required.
• Ability to maintain compliance with industry rules and regulations.
• Excellent people, communication and interpersonal skills.

Responsibilities

• Deliver consistent service to clients and support meetings with preparation and post-meeting follow-up.
• Work with Client Service Manager to ensure timely actions on client requests.
• Be trained on industry-leading financial planning tools and software.
• Offer strategic advice on investments, insurance, and tax planning to meet client objectives.
• Research funds, products, and strategies relevant to client situations.
• Prospect for new relationships and provide tools to grow the firm.

Skills

Securities License

Series 6

Series 7

Series 65

SIE

Financial planning

Client service

Communication skills

Interpersonal skills

Sales

Education

BS degree in Finance or related field

Tools

Financial planning software

Microsoft Office

Job description

Kinetic Wealth is seeking an in-office Wealth Advisor to grow a holistic practice, delivering comprehensive planning beyond asset allocation. You will work with an advisory team, mentor-driven, and focus on long-term client relationships in a boutique setting.

The role emphasizes mentorship, development, and building a scalable advisory business through risk management, retirement and estate planning, and tax strategies, with emphasis on client outcomes.