Financial Advisor
$100k - $150kLeading Financial Advisory Firm
Financial Advisor - Resolute Wealth Advisor
Join a Growing RIA | No Sales Required to Start | Immediate Client Work Location: Findlay, OH (On-site) Why This Role Stands Out
If you're looking for a role where you can focus on clients-not prospecting-and make an immediate impact , this is that opportunity. Qualified candidates will start the process by having a 15-30-minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.
Join a Growing RIA | No Sales Required to Start | Immediate Client Work Location: Findlay, OH (On-site) Why This Role Stands Out
- Walk into an existing client base - no need to build from scratch
- Firm is at capacity - immediate opportunity to make an impact
- No sales pressure upfront - focus on advice and client relationships
- Optional business development track with strong upside
- Established RIA platform with real growth potential
- • Salary range for this position will be $100K-$150K depending on experience and credentials
- • Health insurance
- • 401(k) with matching contributions
- • Mentorship and learning opportunities
- • Great working environment for professional growth
- • No business development requirement
- Develop and deliver comprehensive financial plans (cash flow, tax strategies, investments, retirement, estate planning, risk management)
- Conduct in-depth client discovery meetings to understand goals and priorities
- Guide clients through implementation alongside internal support teams
- Meet regularly with clients to review, update, and refine plans
- Monitor portfolios to ensure alignment with client strategies
- Collaborate with internal specialists to deliver well-rounded advice
- Delegate non-advisory tasks to maximize efficiency
- Maintain accurate and up-to-date client records in CRM
- Participate in client events and contribute to an exceptional client experience
- Contribute to firm initiatives and recommend process improvements
- Bring a collaborative, team-first approach to the organization
- Experience in financial services (planning, banking, investments, insurance, etc.)
- Strong client relationship and communication skills
- Analytical and detail-oriented
- Team-oriented with a high standard of professionalism
- Deepen your impact with clients in a growing firm
- Take on increasing responsibility within the team
- Participate in business development (optional) with meaningful compensation upside
If you're looking for a role where you can focus on clients-not prospecting-and make an immediate impact , this is that opportunity. Qualified candidates will start the process by having a 15-30-minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.
We are an Equal Opportunity Employer.
Vacancy posted 5 days ago
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