Administrative Skills, Communication Skills, Customer Relations, Entrepreneurship, Financial Planning, Financial Strategy, High Net Worth, Series 66, Series 7, Strategic Planning, Wealth Management
LOCATION
Cleveland, Ohio
POSTED
11 days ago
Senior Financial Advisor - Remote/Hybrid
Opportunity Overview
Seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform.
This opportunity is ideal for advisors looking for:
Greater control over income
More time focused on client relationships
Less administrative responsibility
Resources to support continued growth
Responsibilities
Manage and grow an existing client base
Build and maintain long-term relationships with high-net-worth clients
Develop personalized financial strategies
Identify opportunities to expand client relationships
Focus on higher-value advisory services
Qualifications
10+ years of wealth management experience
Active Series 7 license required
Series 66 preferred
Established book of business preferred
Strong client relationship and communication skills
Growth-focused and entrepreneurial mindset
What's Offered
65% payout structure
Flexible 1099 or W2 options
Remote/hybrid flexibility
Benefits available for W2 employees
Transition and sign-on support
Strong operational and back-office support
Ability to focus on growing your advisory practice
Ideal Candidate
An experienced advisor who wants independence with infrastructure, stronger support, and the ability to scale their business.