Financial Advisor

Tempo Wealth

Location: Independence, OH

Website:

Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a 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 Range: $100,000 -- $150,000, 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, half-day Fridays throughout the summer

• Lead 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
• Identify opportunities for client growth and new business

• Minimum 7 years of experience in an advisory role
• Excellent written and verbal communication skills, both internally and client-facing
• Warm communication with clients
• Ability to speak to prospects and close warm leads
• 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.