Note: The job is a remote job and is open to candidates in USA. The Well is recruiting on behalf of an unnamed established independent RIA and wealth management firm. The Financial Advisor will grow and manage the Cleveland territory through business development, client service and retention, comprehensive financial planning, and collaboration with internal teams.
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 finish
- Collaborate with an internal planning team and relationship managers on complex situations
- Grow both new client AUM and wallet share of existing clients
Skills
- Bachelor's Degree
- Series 7 and Series 66 licensed (or willing to obtain - firm will sponsor)
- Advisors with 5+ years of true wealth management experience at an independent or mid-size RIA
- Self-starters who are energized by community engagement and building their own pipeline
- You must live within an hour of Cleveland
- CFP a plus, not required
Benefits
- 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
- Remote role, with the requirement to live within an hour of Cleveland
- Firm will sponsor Series 7 and Series 66 licensing for advisors willing to obtain them
Company Overview