Financial Advisor

Remote Financial Advisor (must be near Cleveland) | Base Salary: $75,000 - $150,000 + Performance Bonus + New Business Incentive + AUM Retention BonusAbout the CompanyWe are hiring an experienced Financial Advisors on behalf of our client - an established independent RIA and wealth management firm with approximately $19 billion in AUM.About the RoleWe’re hiring an experienced Financial Advisor for our Cleveland territory. The role is remote, but you must live within an hour of Cleveland. Success here depends on face-to-face relationships and real local presence, so this is a chance to own and grow a market, not to work from anywhere.ResponsibilitiesDrive organic business development through networking, COI relationships, and community presenceService and retain existing client relationships within your territoryBuild and deliver comprehensive financial plans, leading client meetings from start to finishCollaborate with an internal planning team and relationship managers on complex situationsGrow both new client AUM and wallet share of existing clientsRequired SkillsBachelor's DegreeSeries 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 RIASelf-starters who are energized by community engagement and building their own pipelinePreferred SkillsCFP a plus, not requiredWhat the Compensation Looks LikeBase: $75,000 - $150,000 (5+ year advisors typically $90,000 - $150,000)Annual performance bonus: 25% of baseNew business incentive: 40% of net revenue on territory new businessRetention bonus: 3% of total territory AUM at quarter endSound like you? Let's talk.