Financial Advisor
$90k - $120kMBC Talent Connections
Financial Advisor
Cleveland, Ohio, United States
$ 90,000.00 - 120,000.00 (US Dollar)
Senior Financial Advisor - Remote/Hybrid
Opportunity Overview
Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform.
This opportunity is ideal for advisors looking for:
- Greater control over income
- More time focused on client relationships
- Less administrative responsibility
- Resources to support continued growth
Responsibilities
- Manage and grow an existing client base
- Build and maintain long-term relationships with high-net-worth clients
- Develop personalized financial strategies
- Identify opportunities to expand client relationships
- Focus on higher-value advisory services
Qualifications
- 10+ years of wealth management experience
- Active Series 7 license required
- Series 66 preferred
- Established book of business preferred
- Strong client relationship and communication skills
- Growth-focused and entrepreneurial mindset
What's Offered
- 65% payout structure
- Flexible 1099 or W2 options
- Remote/hybrid flexibility
- Benefits available for W2 employees
- Transition and sign-on support
- Strong operational and back-office support
- Ability to focus on growing your advisory practice
Ideal Candidate
An experienced advisor who wants independence with infrastructure, stronger support, and the ability to scale their business.
Or refer someone
MBC Talent ConnectionsVacancy posted 1 day ago
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