What are the responsibilities and job description for the Associate Financial Advisor position at Tempo Wealth, LLC?
Associate Advisor – Tempo Wealth
Location: Independence, OH
Website: TempoWealth.com
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
- No business development requirements
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
Hiring Process
Qualified candidates will begin with a 15–30-minute Zoom interview conducted by our external hiring consultant. If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership. Finalists may also be asked to complete professional assessments.
Tempo Wealth is an Equal Opportunity Employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.
Salary : $90,000 - $110,000