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Associate Financial Advisor

Job in Independence, Cuyahoga County, Ohio, 44131, USA
Listing for: Tempo Wealth, LLC
Part Time position
Listed on 2026-05-09
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Salary/Wage Range or Industry Benchmark: 90000 - 110000 USD Yearly USD 90000.00 110000.00 YEAR
Job Description & How to Apply Below

Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking an Associate Financial Advisor to join our expanding team and play a key role in providing excellent financial advice to our existing clients.

This position can be hybrid after a training period in the office.

Salary & Benefits
  • Salary Range: $90,000 – $110,000, commensurate with experience and credentials
  • Company-paid health insurance
  • 401(k) with safe harbor contribution
  • Group life and disability insurance
  • Generous paid time off (PTO),
    18 annual holidays
    , and half-day Fridays throughout the summer
Key Responsibilities
  • Participate in client meetings with the plan to take over client relationships over time
  • Collaborate with internal teams, such as compliance, investment operations, and client service, to ensure all client-related activities are executed efficiently and in line with company standards
  • Cultivate and maintain strong relationships with clients
  • Understand clients' financial goals and preferences
  • Review and execute on financial planning tasks after client meetings
  • Stay informed on financial market trends and regulatory changes
Qualifications
  • Minimum 3 years of experience in an advisory role
  • Excellent written and verbal communication skills, both internally and client-facing
  • Warm communication with clients
  • Tech-savvy
    , with the ability to learn quickly
  • Organized and detail-oriented
  • Problem solving and independent worker – we do not micromanage
  • CFP or ChFC preferred

Tempo Wealth is an Equal Opportunity Employer.

We celebrate diversity and are committed to creating an inclusive environment for all employees.

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Position Requirements
10+ Years work experience
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