Financial Advisor (Cleveland)

About the Company

THE WELL LinkedIn Post

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 Role

We are hiring experienced Financial Advisors for three territories. These are remote roles - but you must be based within approximately a 2-3 hour drive of your territory. This is not a work-from-anywhere opportunity; it is a chance to own and grow a local market.

Responsibilities

• Drive organic business development through networking, COI relationships, and community presence
• Service and retain existing client relationships within your territory
• Build and deliver comprehensive financial plans, leading client meetings from start to finish
• Collaborate with an internal planning team and relationship managers on complex situations
• Grow both new client AUM and wallet share of existing clients

Three territories are open:

• Cleveland, OH
• Pittsburgh, PA
• Eastern New YorkState (Syracuse, Albany, or Utica area)

These are remote roles - but you must be based within approximately a 2-3 hour drive of your territory. This is not a work-from-anywhere opportunity; it is a chance to own and grow a local market.

Qualifications

• Bachelor's degree required

Required Skills

• Advisors with 5+ years of true wealth management experience at an independent or mid-size RIA
• Advisors with a portable book of business or a strong client network built organically
• Self-starters who are energized by community engagement and building their own pipeline
• Series 7 and Series 66 licensed (or willing to obtain - firm will sponsor)

Preferred Skills

• CFP a plus, not required

Pay range and compensation package

Base Salary: $75,000 - $150,000 + Performance Bonus + New Business Incentive + AUM Retention Bonus

What the Compensation Looks Like

• Base: $75,000 - $150,000 (5+ year advisors typically $90,000 - $150,000)
• Annual performance bonus: 25% of base
• New business incentive: 40% of net revenue on territory new business
• Retention bonus: 3% of total territory AUM at quarter end

This Is Not the Right Fit If...

• Your business development experience has relied on an institutional or bank-provided client pipeline
• You are primarily service and planning focused with limited appetite for new business generation
• You are not located in or willing to relocate to one of the three territories

Sound like you? Let's talk.