Wealth Management Financial Advisor

Strive Solutions; Youngstown (OH); On-site; USD 70,000 - 110,000; Full time

Job summary

Strive Solutions in Ohio is seeking a Wealth Advisor to provide comprehensive financial planning and investment guidance for high-net-worth and emerging affluent clients. You will assess goals, risk, and cash-flow needs to tailor strategies and deliver tailored banking, insurance, and investment solutions.

Collaborating with specialists to offer coordinated recommendations, you will deepen relationships, proactively grow a book of business, and uphold integrity and continuous learning in a

Qualifications

• Strong understanding of financial planning and investment advisory concepts.
• Ability to evaluate client financial profiles and translate needs into actionable strategies.
• Excellent relationship-building, communication, and consultative advisory skills.
• Comfort working in a performance-driven environment with a focus on client outcomes.

Responsibilities

• Assess client goals, risk tolerance, and cash-flow needs to develop tailored strategies.
• Advise on customized solutions spanning banking, insurance, and investments.
• Deepen existing client relationships and proactively grow a book of business.
• Collaborate with specialists to deliver coordinated, client-focused recommendations.
• Uphold core values, including integrity, inclusion, community impact, and continuous learning.

Skills

Financial planning

Investment advisory

Client relationships

Communication

Job description

Wealth Advisor

providing comprehensive financial planning and investment guidance for high-net-worth and emerging affluent clients.

Key Responsibilities

• Assess client goals, risk tolerance, and cash-flow needs to develop tailored strategies.
• Advise on customized solutions spanning banking, insurance, and investments.
• Deepen existing client relationships and proactively grow a book of business.
• Collaborate with specialists to deliver coordinated, client-focused recommendations.
• Uphold core values, including integrity, inclusion, community impact, and continuous learning.

Qualifications & Skills

• Strong understanding of financial planning and investment advisory concepts.
• Ability to evaluate client financial profiles and translate needs into actionable strategies.
• Excellent relationship-building, communication, and consultative advisory skills.
• Comfort working in a performance-driven environment with a focus on client outcomes.