Junior/Associate Advisor

Pepper Pike, Ohio | Hybrid Flexibility

Are you ready to take the next step in your wealth management career — without the pressure of building a book of business?

An established and growing wealth management firm is seeking a Junior Advisor / Associate Financial Advisor to join its advisory team. This is an excellent opportunity for someone who enjoys working directly with clients, building long-term relationships, and providing high-quality advice and service.

Working alongside a senior advisor, you’ll help manage and service an established group of client relationships. As you grow in the role, you’ll take on greater responsibility and become a primary point of contact for clients.

This is not a traditional producer role. You will not be expected to bring a book of business, cold call, or meet individual sales quotas. Instead, the focus is on developing as an advisor within an established practice and existing client base.

What You’ll Do

• Partner with a senior advisor to manage and service existing client relationships

• Build trusted relationships with clients and become a primary point of contact for their day-to-day needs

• Participate in client review, financial planning, and investment meetings

• Gradually take on greater responsibility for meeting preparation, discussions, and follow-up

• Assist with financial planning and investment analysis

• Execute trades and assist with portfolio implementation

• Review client accounts and identify items requiring attention or follow-up

• Coordinate and execute action items resulting from client meetings

• Work closely with client service, operations, financial planning, and investment team members

• Maintain accurate client information, notes, tasks, and follow-up activity

• Proactively identify ways to improve the client experience and deepen relationships

What We’re Looking For

• Approximately 2–5 years of experience within an RIA, wealth management firm, broker-dealer, or similar financial services environment

• FINRA Series 7 and Series 66, or equivalent combination of licenses

• Experience working directly with wealth management clients strongly preferred

• Working knowledge of investment accounts, trading, financial planning, and the client service lifecycle

• Strong communication and relationship-building skills

• Highly organized with strong follow-through and attention to detail

• Ability to manage multiple client needs and priorities

• Collaborative, team-oriented approach

• Professional judgment and discretion when handling confidential client information

Why This Opportunity?

This role is designed for someone who wants to grow as an advisor rather than as a salesperson.

You’ll have the opportunity to develop relationships with an existing client base, expand your technical and advisory skills, work closely with an experienced senior advisor, and assume increasing responsibility as you demonstrate readiness.

For someone who enjoys advising and serving clients more than prospecting for them, this is an opportunity to build an advisory career from within an established firm rather than having to build a practice from scratch.

The firm is currently located in Pepper Pike and expects to relocate to the Cedar/Beachwood area in the future. The position offers some flexibility in work location and does not require being in the office 100% of the time.