Financial Advisor

Job Description

About the Company

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

This 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.

Responsibilities

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

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

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• Base: $75,000 - $150,000 (5+ year advisors typically $90,000 - $150,000)
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• Annual performance bonus: 25% of base
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• New business incentive: 40% of net revenue on territory new business
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• Retention bonus: 3% of total territory AUM at quarter end
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This Is Not the Right Fit If...

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