Our client is a 100% employee-owned Registered Wealth Advisor (RIA) based in Cleveland, Ohio. They are seeking a self-motivated, high integrity individual with entrepreneurial drive to join their growing firm as a Senior Wealth Advisor (SWA). The Advisor will be responsible for building and cultivating a book of business as leading & mentoring junior team members in one of their satellite offices: Columbus, OH; Cincinnati, OH; Ann Arbor, MI; Buffalo, NY; Indianapolis, IN; Louisville, KY.

Their brand is nationally recognized via expert guest analysis on well know business TV shows, via social media, and also regular podcast production.

RESPONSIBILITIES

• Deliver compelling educational presentations to prospective clients
• Navigate prospective clients from the introductory phase all the way across the finish line
• Present planning and investment solutions and recommendations to clients
• Participate as a key member of the planning committee in shaping the firm’s planning process
• Actively cultivate relationships with clients and prospects through proactive communication
• Develop new business and revenue generation ideas for existing clients or prospects such as insurance and estate planning strategies
• Investigate and implement sophisticated strategies for HNW clients and business owners
  Manage clients’ portals and financial plans and respond to any aggregation or user issues that arise
• Work closely with senior management to execute on various growth initiatives
• Operate financial software to provide asset allocation, performance reports, etc.
• Assist operationally with the onboarding of new clients
• Prepare and mail introduction packages with an engagement letter, document request, and Wealth Questionnaire
• Enter client information into Comprehensive Financial Planning Software
• Interact and correspond with clients on documentation and website issues
• Assist clients in aggregating their accounts into the system
• Generate Wealth Plans
• Present concise and direct planning solutions and recommendations to clients
• Create and deliver presentations summarizing the Wealth Plans for client meetings
• Prepare and provide annual reviews to clients
• Provide weekly updates on the status of the Wealth Planning process
• Assist operationally with the implementation of recommendations

REQUIREMENTS

• Minimum of 5 years of professional experience, with increasing client facing responsibility
• Must be able to work in a team-first, collegial, and results-oriented environment
• Ability to conduct dynamic meetings with clients or prospects, with a focus on delivering a top-notch experience
• Superior verbal and written communications skills
• Bachelor’s degree
• Proficient in eMoney and Microsoft Office 365

Preferred but not required

• Advanced designation such as: CFP, CPA, or CFA
• Portable book of business
• Strong local connections with centers of influence

Extremely competitive compensation and benefits. Equity opportunities for candidates who are looking for partnership and massive growth opportunity.