Associate Financial Advisor

Multi-Billion Wealth Management Firm

Cleveland, OH

Established Multibillion AUM Independent RIA seeks an Associate Financial Advisor to collaborate with a team of Lead Advisors in providing comprehensive financial planning services to high net worth and ultra high net worth clientele. Not a sales role.

The Firm offers comprehensive investment management and financial planning for high net worth and ultra high net worth clientele and fosters a collegial culture of continuous learning and growth.

Highlights

• Collaborate with and support Senior Financial Advisors as part of a Wealth Management team which provides Advisory Services to high net worth and ultra-high net worth individuals and families
• Team-based, forward thinking and planning driven culture with an impressive track record of growth, supported by a robust client service team and professional management
• Key responsibilities include preparing financial reports, tax projections, portfolio analyses, and client deliverables.
• Excellent career growth trajectory within the firm
• Competitive compensation package including base salary, bonus, and benefits
• Hybrid schedule, 4 days in office weekly

Requirements

• 1-2+ years Financial Services or Public Accounting experience
• Series 65, or interest in obtaining the 65 and/or CFP within a year
• Drive to continuously improve and grow in a collaborative team based environment
• Tech savvy, preferably within Excel, portfolio management systems, and financial planning software