Wealth Management Advisor

Associate Wealth AdvisorWestlake, OH 60,000-75,000We are looking for a motivated professional who wants to build a long-term career as a wealth advisor. This role provides the opportunity to work directly alongside experienced advisors and gain hands-on experience in every aspect of the profession, including; financial planning, investment strategy, client relationship management, and business development. You will receive mentorship and coaching while developing the technical knowledge and interpersonal skills required to become a trusted advisor. Over time, the goal is for this role to evolve into a lead advisory position within the firm.Associate Wealth Advisor ResponsibilitiesAssist advisors in preparing financial plans and client recommendationsParticipate in client meetings and follow-up implementationResearch planning strategies and investment solutionsSupport portfolio analysis and reportingContribute to business development and prospecting effortsDeliver exceptional client service and relationship supportAssociate Wealth Advisor Requirements 3+ years experience in financial services or wealth managementBachelor’s degree in Finance, Economics, or related fieldSecurities licensing preferred (Series 6/7, 65, or SIE)Strong interest in financial planning and investment strategyExcellent interpersonal and communication skillsHigh attention to detail and strong analytical abilityCFP® designation or pursuit preferred