Associate Financial Advisor

Associate Financial Advisor at Tempo Wealth, LLC Associate Financial Advisor at Tempo Wealth, LLC in Maple Heights, Ohio Posted in 1 day ago.

Type:

full-time

Job Description:

Associate Advisor -

Tempo Wealth Location:

Independence, OH Website:

TempoWealth.com Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking an Associate 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:

$90,000 - $110,000, 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 No business development requirements Key Responsibilities Participate in 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 Qualifications Minimum 3 years of experience in an advisory role Excellent written and verbal communication skills, both internally and client-facing Warm communication with clients 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 Process Qualified 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. Tempo Wealth is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.