Financial Advisor - Tempo WealthLocation: Independence, OH
Website: TempoWealth.com
We are seeking a Financial Advisor to join our expanding team and play a key role in providing excellent financial advice to our existing clients.
This position can be
hybrid after a training period in the office
Salary & Benefits- Salary Range: $100,000 - $150,000, commensurate with experience and credentials
- Company-paid health insurance
- 401(k) with safe harbor contribution
- Group life and disability insurance
- Generous paid time off (PTO), 18 annual holidays, and half-day Fridays throughout the summer
Key Responsibilities- Lead client meetings with the plan to take over client relationships over time
- Collaborate with internal teams, such as compliance, investment operations, and client service, to ensure all client-related activities are executed efficiently and in line with company standards
- Cultivate and maintain strong relationships with clients
- Understand clients' financial goals and preferences
- Review and execute on financial planning tasks after client meetings
- Stay informed on financial market trends and regulatory changes
- Identify opportunities for client growth and new business
Qualifications- Minimum 7 years of experience in an advisory role
- Excellent written and verbal communication skills, both internally and client-facing
- Warm communication with clients
- Ability to speak to prospects and close warm leads
- Tech-savvy, with the ability to learn quickly
- Organized and detail-oriented
- Problem solving and independent worker - we do not micromanage
- CFP or ChFC preferred
Hiring ProcessQualified candidates will begin with a 15-30-minute Zoom interview conducted by our external hiring consultant. If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership. Finalists may also be asked to complete professional assessments.
