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ASSOCIATE FINANCIAL ADVISOR

Signal Tree Financial Partners LLC
OH Full Time
POSTED ON 4/14/2025
AVAILABLE BEFORE 5/14/2025

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.
  • Bachelors 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 firms 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

    Salary : $70,000 - $100,000

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