Associate Financial Advisor

3 days ago

Mayfield Heights, United States Signal Tree Financial Partners LLC Full time

Job Title: Associate Financial Advisor 

Location: Mayfield Heights or Fairlawn, OH (Hybrid: In-office 3-5 days/week, Work-from-home flexibility after 60 days) 

Hours: 8:30 AM - 4:30 PM, Full-Time 

Compensation: $70,000 to $100,000 

 

We are seeking a highly organized, experienced, and motivated Financial Advisor to join our dynamic team and contribute to our ongoing success. If you're looking for an opportunity to grow within a professional, positive, and team-oriented environment, with financial planning and asset management support, we would love to hear from you.   

 

Position Overview 

The Associate Financial Advisor will play a key role in supporting our Senior Financial Planners and ensuring a seamless client experience and financial plan delivery. This is a full-time, client-facing role that requires a combination of financial planning education and industry experience.  Customer service skills, attention to detail, and an ability to work effectively with numerous advisors will be key.  This position provides a strong growth path for client relationship management, competitive compensation, and an eventual Senior Financial Advisor position.  

 

Preferred Qualifications & Experience 

  • CFP® Professional or progress toward required. 
  • Bachelor’s degree in finance, accounting, economics, or related field. 
  • Previous experience in financial planning or wealth management of at least 3 years.   
  • Ability to balance multiple competing priorities and work with more than one advisor. 
  • Knowledge of financial planning software, investment strategies, and tax laws. 
  • Excellent communication, analytical, and interpersonal skills. 
  • Ability to work independently and as part of a collaborative team. 
  • Openness to feedback and coaching.  


Primary Responsibilities 

Working with Senior Financial Advisors as they:   

  • Develop and implement personalized financial plans for clients, addressing key areas such as retirement planning, investment management, tax strategies, estate planning, and risk management. 
  • Regularly communicate with clients to keep them updated on their financial plans, performance, and any changes in the financial markets or regulatory environment.  
  • Advise clients on investment strategies based on their financial objectives, risk tolerance, and market conditions with the support of the asset management department.   
  • Help our Financial Planning department design retirement plans tailored to clients' needs, including 401(k), IRA, and pension planning, ensuring that strategies maximize tax advantages and long-term growth potential. 
  • Educate clients on complex financial topics in a clear, understandable manner, empowering them to make informed decisions about their finances, both during client meetings and in written communication. 
  • Provide client meeting follow-up support, including documenting meeting notes, creating tasks in CRM, and communicating next steps with clients and team members.   
  • Build and nurture a pipeline of prospective clients through referrals, networking, and business development efforts. 
  • Cultivate relationships with other professionals, such as accountants, attorneys, and insurance agents, to expand the firm’s service offerings and generate new business opportunities. 

 

About Signal Tree Financial Partners: 

Signal Tree Financial Partners, LLC is an independent Registered Investment Advisory (RIA) firm based in Fairlawn, OH. We are an established and thriving financial planning practice committed to delivering high-quality, personalized financial advice and exceptional client service. Our mission is to positively impact the lives of our clients, team members, and the broader

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