Unknown Company

Financial Advisor

findlay, oh • Posted 4 days ago
Onsite Full Time General

Financial Advisor – Resolute Wealth AdvisorJoin a growing RIA | No Sales Required to Start | Immediate Client WorkLocation: Findlay, OH (On-site)Why This Role Stands OutWalk into an existing client base – no need to build from scratchFirm is at capacity – immediate opportunity to make an impactNo sales pressure upfront – focus on advice and client relationshipsOptional business development track with strong upsideEstablished RIA platform with real growth potentialThe OpportunityResolute Wealth Advisor is growing—and we need help now.Demand for our services has exceeded capacity, which means you'll step directly into working with real clients from day one. No waiting. No "build your own book" requirement.The Financial Advisor role is focused on delivering high-quality advice, managing relationships, and being a key contributor to client experience.Salary and BenefitsSalary range for this position will be $100K-$150K depending on experience and credentialsHealth insurance401(k) with matching contributionsMentorship and learning opportunitiesGreat working environment for professional growthNo business development requirementWhat You'll DoDevelop 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 prioritiesGuide clients through implementation alongside internal support teamsMeet regularly with clients to review, update, and refine plansMonitor portfolios to ensure alignment with client strategiesCollaborate with internal specialists to deliver well-rounded adviceDelegate non-advisory tasks to maximize efficiencyMaintain accurate and up-to-date client records in CRMParticipate in client events and contribute to an exceptional client experienceContribute to firm initiatives and recommend process improvementsBring a collaborative, team-first approach to the organizationWhat We're Looking ForExperience in financial services (planning, banking, investments, insurance, etc.)Strong client relationship and communication skillsAnalytical and detail-orientedTeam-oriented with a high standard of professionalismThe Long-Term OpportunityDeepen your impact with clients in a growing firmTake on increasing responsibility within the teamParticipate in business development (optional) with meaningful compensation upsideIf you're looking for a role where you can focus on clients—not prospecting—and make an immediate impact, this is that opportunity.We are an Equal Opportunity Employer.

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