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Financial Advisor

Location: Canton, OH
Job Type: Direct Hire
Salary: $60,000.00 - $150,000.00
Degree: Bachelor;
Date: 11/1/2017
Job ID: 02011373
Job Description
This is a superb opportunity for an experienced Financial Advisor to join a very successful wealth management firm in the Akron/Canton area,  This position will offer the selected advisor unlimited growth with proven systems and support to leverage and maximize client-facing opportunities.

This is a well-regarded comprehensive wealth management firm offering financial planning, active investment management, and enhanced financial concierge services. The CEO of this firm has been recognized both locally and nationally as an outstanding advisor and leader in the realm of financial planning and investment management. His expertise has recently been featured by CNBC, FOX Business, The New York Times, Bloomberg Business Week, the Associated Press, Forbes, and many others.
The professional we seek is successful to date - preferably earning a 6 figure income - but is looking for an opportunity to substantially grow his or her practice with a firm that strongly differentiates itself in the high net worth marketplace. We are looking for an advisor with a passion for client service, a client-first fiduciary mindset, and a willingness and ability to formulate comprehensive financial plans and innovative solutions. This individual must be creative and always looking for more ways to make the client experience a better one.

The preferred professional we seek is well educated, may have earned credentials such as the CFP®, ChFC, CLU, CFA, MBA or PFS, and holds or has held  active Series 7, 63, and 65/66. Our client offers:
  • a mature well trained, professional staff for maximum support
  • excellent technology including paperless office
  • practice operating systems that are fully integrated with CRM to insure a proactive and repeatable, quality client experience
  • a disciplined 4-Step Investment Process that provides differentiation in the marketplace by dynamically managing risk and adding value when market conditions permit
  • the opportunity to partner with a proven professional
  • professional office space
Compensation/payouts and/or benefits will be crafted appropriate to what the advisor brings to the firm and the perceived value of his or her ability to build on the future.