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
- Drive organic business development through networking, COI relationships, and community presence
- Service and retain existing client relationships within your territory
- Build and deliver comprehensive financial plans, leading client meetings from start to finishCollaborate with an internal planning team and relationship managers on complex situations
- Grow both new client AUM and wallet share of existing clients
Qualifications
- Advisors with 5+ years of true wealth management experience at an independent or mid-size RIA
- Bachelor's degree required
- CFP Preferred
- Series 7 and Series 66 licensed (or willing to obtain - firm will sponsor)
- Advisors with a portable book of business or a strong client network built organically
- Self-starters who are energized by community engagement and building their own pipeline
What the Compensation Looks Like
- Base: $75,000 - $150,000 (5+ year advisors typically $90,000 - $150,000)
- Annual performance bonus: 25% of base
- New business incentive: 40% of net revenue on territory new business
- Retention bonus: 3% of total territory AUM at quarter end
This Is Not the Right Fit If...
- Your business development experience has relied on an institutional or bank-provided client pipeline
- You are primarily service and planning focused with limited appetite for new business generation
- You are not located in or willing to relocate to one of the three territories
Financial Advisor in cleveland at Unknown Company
This position is listed as full time and able to be worked remotely.