Job Details
My client, an established full service wealth management company, is seeking a Financial Advisor with at least one year of financial planning or investment management experience and strong communication and analytical skills for a full-time, hybrid role based in Westlake, OH, with remote flexibility. You will be responsible for providing financial planning and investment advice to clients, conducting financial assessments, recommending investment strategies, and helping clients achieve their financial goals. You will manage a current book of business that you will develop and grow by adding offered business lines and bringing in outside assets, and you will be able to leverage the company's referral relationship with a small community bank.