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