Financial Advisor

About the CompanyIf you would like to know a bit more about this opportunity, or are considering applying, then please read the following job information.We are hiring experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM.About the RoleThis is a remote role - but you must be based within approximately a 2-3 hour drive of Cleveland, OH. This is not a work-from-anywhere opportunity; it is a chance to own and grow a local market.ResponsibilitiesDrive organic business development through networking, COI relationships, and community presenceService and retain existing client relationships within your territoryBuild and deliver comprehensive financial plans, leading client meetings from start to finishCollaborate with an internal planning team and relationship managers on complex situationsGrow both new client AUM and wallet share of existing clientsQualificationsAdvisors with 5+ years of true wealth management experience at an independent or mid-size RIABachelor's degree requiredCFP PreferredSeries 7 and Series 66 licensed (or willing to obtain - firm will sponsor)Advisors with a portable book of business or a strong client network built organicallySelf-starters who are energized by community engagement and building their own pipelineWhat the Compensation Looks LikeBase: $75,000 - $150,000 (5+ year advisors typically $90,000 - $150,000)Annual performance bonus: 25% of baseNew business xhyhwjd incentive: 40% of net revenue on territory new businessRetention bonus: 3% of total territory AUM at quarter endThis Is Not the Right Fit If...Your business development experience has relied on an institutional or bank-provided client pipelineYou are primarily service and planning focused with limited appetite for new business generationYou are not located in or willing to relocate to one of the three territoriesSound like you? Let's talk.