Registered Client Associate

McCauley Financial, LLC is dedicated to supporting the financial well-being of its clients through integrity, superior service, and tailored financial solutions. The firm emphasizes communication, innovation, and a commitment to assisting clients in achieving their financial objectives. As an independent entity partnered with Raymond James Financial Services, McCauley Financial delivers investment and advisory services of the highest caliber. The organization is proud to operate with a client-first mentality and strives to give back to the communities it serves.

This is a full-time hybrid role for a Financial Advisor based in Akron, OH. The position entails working closely with clients to develop tailored financial plans, providing expert advice on investments, and delivering comprehensive retirement planning solutions. Other responsibilities include conducting financial assessments, staying informed about industry trends, and maintaining regular communication with clients. While the role is primarily office-based, opportunities to work remotely part of the time are available.

• Proficiency in Financial Planning and Retirement Planning
• Strong knowledge of Finance and Investments
• Experience in delivering Financial Advisory services
• Excellent communication and interpersonal skills
• Ability to build and maintain client relationships with professionalism and integrity
• Proficiency with financial planning tools and software is preferred
• Bachelor's degree in Finance, Economics, or related field required; CFP or similar certification is a strong advantage
• Licenses such as Series 7 and 66, or the ability to obtain applicable certifications promptly