Wealth Advisor

Seeking an experienced and self-motivated Wealth Advisor / Retirement Plan Services Manager in Brecksville, Ohio! 

Your standout opportunity:

Realize your important career growth goals when you join our leading Northeast Ohio wealth management and investment firm focused on making a difference in the lives of our team members, associates and clients. You’ll enjoy significant earnings potential, incentives and competitive benefits as you take an active role in shaping the future growth opportunities that are right for you, our clients and our firm. Our progressive culture encourages ongoing professional training and education and embraces the flexibility to balance family life, community service and the other important interests that shape who you are, and the valuable skills and talents you bring to the team. 

If you’re a driven, self-motivated and energized Manager of Retirement Plan Services who is passionate about helping clients pursue their unique life goals and bringing in new client relationships, we want to talk to you. 

Where we do business:

Our client enjoys relationships with high-net-worth families and business owners in Northeast, Ohio and throughout the United States. When you join their team, you’ll have an opportunity to live and work in one of the up-and-coming areas of the country – Cleveland, Ohio. We love our city and think of ourselves as “gritty cool.” For close to 30 years, our team has taken pride in contributing to our surrounding communities and making a difference in the lives of our neighbors and friends.

How you’ll contribute:

• Lead established existing corporate client relationships and assist with other firm individual family relationships
• Be enthusiastic in personally creating new client relationships
• Become the client’s relationship manager from the ROLWP Team!
• You will serve as a Corporate/Retirement Plan client’s trusted advisor who will create financial strategies that may involve developing/implementing their investment plan strategies, fiduciary process, and designing effective employee communication and education. We are the clients’ change agents!
• Prepare, share, and advise clients on a broad array of retirement plan issues and concerns, including Department of Labor and ERISA changes that can impact client plan management
• Strategize with the management team to develop innovative methods of growing our firm through client acquisition and creating firm efficiencies that are effective in an ever-changing wealth management industry
• Maintain and develop relationship with centers of influence and financial wholesalers

What you’ll need to bring:

• Bachelor’s Degree, preferably in finance or accounting
• 3 years or more experience advising corporate retirement clients
• AIF Designation
• Series 7, 66 license and Insurance License or one will need to be acquired shortly after hire
• CRPS, CFP, CPA or master’s in taxation is a major plus
• Understanding of CEFEX certification as ROLWP is certified 
• Documented track record with clients
• Experience with multi-vendor/custodian systems and tools
• Ability and desire to build new client relationships through ongoing business development
• Strong written and verbal communication skills
• Value for the contributions of others
• Active in the community and professional organizations
• A can-do attitude

What we’ll bring:

• Generous salary and compensation package
• Competitive benefits, including healthcare, employer retirement plan, education and training credits
• Ongoing training and mentoring
• Career growth opportunities
• Culture that values hard work, fun, community service and family
• Work/life balance and flexibility
• More than 25 years of experience making a difference for our clients, team members and associates

Real people. Real answers.

HYBRID OPPORTUNITY AFTER 6 MONTHS!