Financial Advisor - Resolute Wealth AdvisorJoin a Growing RIA | No Sales Required to Start | Immediate Client WorkLocation: Findlay, OH (On-site)
The OpportunityResolute Wealth Advisor is growing-and we need help now.
Demand for our services has exceeded capacity, which means
you'll step directly into working with real clients from day one. No waiting. No "build your own book" requirement.
The
Financial Advisor role is focused on delivering high-quality advice, managing relationships, and being a key contributor to client experience.
Salary and Benefits- • Salary range for this position will be $100K-$150K depending on experience and credentials
- • Health insurance
- • 401(k) with matching contributions
- • Mentorship and learning opportunities
- • Great working environment for professional growth
- • No business development requirement
What You'll Do- Develop and deliver comprehensive financial plans (cash flow, tax strategies, investments, retirement, estate planning, risk management)
- Conduct in-depth client discovery meetings to understand goals and priorities
- Guide clients through implementation alongside internal support teams
- Meet regularly with clients to review, update, and refine plans
- Monitor portfolios to ensure alignment with client strategies
- Collaborate with internal specialists to deliver well-rounded advice
- Delegate non-advisory tasks to maximize efficiency
- Maintain accurate and up-to-date client records in CRM
- Participate in client events and contribute to an exceptional client experience
- Contribute to firm initiatives and recommend process improvements
- Bring a collaborative, team-first approach to the organization
What We're Looking For- Experience in financial services (planning, banking, investments, insurance, etc.)
- Strong client relationship and communication skills
- Analytical and detail-oriented
- Team-oriented with a high standard of professionalism
The Long-Term Opportunity- Deepen your impact with clients in a growing firm
- Take on increasing responsibility within the team
- Participate in business development (optional) with meaningful compensation upside
If you're looking for a role where you can
focus on clients-not prospecting-and make an immediate impact, this is that opportunity.
Qualified candidates will start the process by having a 15-30-minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.
