Resolute Wealth Advisor (resoluteadvisor.com) is seeking a Financial Advisor for our fee-based financial planning and investment advisory firm in Findlay, Ohio. The Financial Advisor provides technical financial planning and investment management work to the firm’s existing clients.
Resolute operates in a team-based environment with team members exhibiting the willingness to collaborate in an effort to share information and implement solutions for all clients of the firm.
This is a professional position in a client-focused environment and requires knowledge of financial planning. The position is designed to provide the right candidate a career path leading to the position of Lead Advisor.
Develop and regularly update financial plans for the firm’s existing clients
Conduct in-depth client interviews to gather personal financial data and to formulate planning goals
Work with existing and new clients on the implementation of their financial plan, in conjunction with support from team members
Meet with clients and prospects to analyze and/or update their financial needs
Delegate non-advisory follow-up work to other appropriate team members
Participate in the planning and execution of client events
Ensure that the CRM is updated with all necessary client information, communications, and interactions
Monitor clients’ portfolios to ensure that they adhere to their financial plan
Immediately attaining Series 65 license to operate as a fee-based advisor of the firm
Manage or participate in other firm-wide projects as assigned
Recommend changes for internal process improvement
Attain and maintain CFP certification
Maintain an all-hands-on-deck mentality to support the firm’s superior client service
Starting salary of $70K-90K per year, based on experience. Full benefit package including incentive compensation, health insurance, 401(k) with matching contributions
Certain relocation expenses if needed (to be discussed in more detail when offer letter is presented)
Mentorship and learning opportunities
Great working environment with professional growth opportunities
No business development requirements
Certified Financial Planner (CFP) licensee or candidate OR you must be willing to begin working on your CFP designation immediately
3-5 years of experience in a similar role
Bachelor’s degree required
Familiar with financial concepts, investment products, portfolio analysis, goal setting and cash flow
Aspirations for a long-term career path
Strong verbal and written communication skills
Ability to identify, meet, and follow through with clients’ needs and requirements
Must be a self-starter and a problem solver
Must interact effectively with office staff and be a goal-oriented team player
Strong attention to detail
Qualified candidates will start the process by having a 15-30 minute phone 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. A background and credit check will be required.
We are an Equal Opportunity Employer.
About Resolute Wealth Advisor
We work with great financial advisory firms to clarify their vision and create an achievable path to that vision. We do this through strategy, implementation and accountability. We also assist retainer and non-retainer clients in hiring A Players for their firm.