Wealth Management Advisor
$75k - $150kTeksky LLC
Job Description
WE'RE HIRING: WEALTH ADVISOR / FINANCIAL CONSULTANT
Location: Cleveland, OH
Base Salary: $75,000–$150,000 + Incentives & Commission
Are you an experienced Financial Advisor or Wealth Manager passionate about helping clients grow and protect their wealth?
We are looking for a results-driven Wealth Advisor / Financial Consultant to build lasting client relationships, provide strategic financial guidance, and drive new business opportunities.
Key Responsibilities:
- Manage and develop relationships with high-net-worth individuals and institutional clients.
- Provide investment advisory and wealth management solutions.
- Develop customized financial and retirement plans.
- Monitor investment portfolios and communicate performance updates.
- Advise clients on estate planning, tax strategies, and insurance needs.
- Identify and pursue new business opportunities.
- Grow the client base through relationship building and consultative sales.
- Maintain client relationships and prospect activities using Salesforce CRM.
What We're Looking For:
- Bachelor's degree or higher.
- 5+ years of experience in Wealth Management, Financial Advisory, or Investment Consulting.
- Experience working with high-net-worth clients.
- Series 7 & 66 or Series 6, 63 & 65 licenses (or willingness to obtain upon hire).
- CFP® designation preferred.
- Strong business development and client relationship management skills.
- Salesforce and LinkedIn Sales Navigator experience preferred.
- Must be based in Cleveland, OH.
What We Offer:
- Competitive base salary of $75K–$150K.
- Additional performance-based incentives and commissions.
- Medical, Dental & Vision Insurance.
- 401(k) with Employer Match.
- HSA Contributions.
- Paid Volunteer Days.
- Tuition Assistance and Gym Reimbursement.
Vacancy posted 3 days ago
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