Financial Advisor
Intentional Wealth Partners in Middleburg Heights, OH is seeking a Financial Advisor to join our team. We pride ourselves on offering tailored financial solutions that empower clients to achieve their long-term goals.
As a Financial Advisor with us, you will have the opportunity to work closely with clients to understand their unique financial needs and provide personalized strategies to help them secure their financial future.
Our team at Intentional Wealth Partners values integrity, professionalism, and dedication to client success. If you are passionate about helping individuals and families make informed financial decisions and thrive in a collaborative environment, we invite you to apply.
This position offers a competitive salary plus bonus in the range of $80,000 - $120,000 yearly and the chance to grow professionally in a supportive and dynamic workplace.
Compensation :
$80,000 - $120,000 yearly
Responsibilities :
- Analyze clients' financial situations to develop strategic financial plans
- Provide investment advice and recommendations based on client's goals and risk tolerance
- Monitor financial markets and economic trends to make informed investment decisions
- Regularly review and adjust clients' financial plans to ensure alignment with their objectives
- Educate clients on various investment options and strategies to help them make informed decisions
Qualifications :
- 3+ years of experience in financial advising
- Series 65 or 66 License
- Strong knowledge of investment strategies and financial planning
- Excellent verbal and written communication skills
- Ability to build and maintain client relationships
- CFP preferred
About Company
Intentional Wealth Partners is on a mission. We want to help change the conversation around money, financial literacy, and smart investing.
Whether we are empowering a client to make smart choices around money during a challenging divorce process, helping them build confidence with money so they can care for their family, or guiding them to create plans that build wealth and make financial goals possible, we care about our client’s financial wellbeing.
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