Servicing Financial Advisor, Cleveland

Our client, a well-established wealth management firm serving high-net-worth individuals and families, is seeking a Servicing Financial Advisor to join their growing advisory team.

This role is focused on maintaining and deepening relationships with existing clients, helping them understand and implement their financial plans while identifying opportunities to expand the relationship. The advisor will work closely with a Managing Advisor and internal planning team to deliver comprehensive financial guidance and exceptional client service.

This is an excellent opportunity for an experienced advisor who enjoys client relationships, financial planning, and long-term partnership building, rather than a purely transactional sales role.

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  Serve as a primary relationship contact for existing clients, delivering a high-touch advisory experience

  
  
  
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  Conduct client review meetings (monthly, quarterly, or annually) to discuss financial plans, investment performance, and evolving goals

  
  
  
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  Gather and analyze client financial information including assets, income, risk tolerance, liabilities, and long-term objectives

  
  
  
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  Assist in developing and presenting financial planning strategies and investment recommendations

  
  
  
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  Collaborate with internal advisors, planners, and service team members to ensure seamless client support

  
  
  
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  Prepare and review asset management and performance reports for client meetings

  
  
  
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  Maintain ongoing communication with clients to address questions regarding financial planning, investments, and portfolio allocation

  
  
  
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  Coordinate with outside professionals such as CPAs, attorneys, brokerage firms, and other financial intermediaries

  
  
  
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  Identify opportunities for additional services, referrals, and relationship growth within the existing client base

  
  
  
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  Maintain accurate client activity and opportunity tracking within the firms CRM system

  
  
  
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  Participate in weekly reporting and advisor team collaboration

  
  
  

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  510 years of experience in a financial advisor or advisor support role

  
  
  
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  Series 65 license required

  
  
  
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  Life & Health license required

  
  
  
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  CFP designation preferred

  
  
  
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  Bachelors degree in Finance, Business, Economics, or related field preferred

  
  
  
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  Experience with goals-based financial planning and client relationship management

  
  
  
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  Strong communication and presentation skills with the ability to build trust with clients

  
  
  
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  Highly organized with strong attention to detail and time management skills

  
  
  
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  Self-motivated, proactive, and able to work effectively in a collaborative team environment

  
  
  

Preferred experience with:

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  Fidelity Wealthscape

  
  
  
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  eMoney financial planning software

  
  
  
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  Salesforce CRM

  
  
  
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  Employer plan recordkeepers or third-party administrators

  
  
  

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  Competitive base salary plus bonus opportunities

  
  
  
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  Medical, dental, and vision insurance

  
  
  
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  Friday afternoons off

  
  
  
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  Generous paid time off

  
  
  
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  Safe Harbor 401(k) after one year

  
  
  
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  Profit sharing after one year

  
  
  
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  Professional development support

  
  
  
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  Paid holidays

  
  
  
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  Long-term career growth and advancement opportunities