What are the responsibilities and job description for the Financial Advisor position at Tempo Wealth, LLC?
Financial 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 a Financial Advisor to join our expanding team and play a key role in providing excellent financial advice to our existing clients.
T
his position can be hybrid after a training period in the office.S
a
lary & BenefitsSa
- lary Range: $125,000 – $175,000, commensurate with experience and credentialsCo
- mpany-paid health insurance40
- 1(k) with safe harbor contributionGr
- oup life and disability insuranceGe
- nerous paid time off (PTO), 18 annual holidays, and half-day Fridays throughout the summerKe
y
ResponsibilitiesLea
- d client meetings with the plan to take over client relationships over timeCol
- laborate 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 standardsCul
- tivate and maintain strong relationships with clientsUnd
- erstand clients' financial goals and preferencesRev
- iew and execute on financial planning tasks after client meetingsSta
- y informed on financial market trends and regulatory changesIde
- ntify opportunities for client growth and new businessQua
l
ificationsMini
- mum 7 years of experience in an advisory roleExce
- llent written and verbal communication skills, both internally and client-facingWarm
- communication with clientsAbil
- ity to speak to prospects and close warm leadsTech
- -savvy, with the ability to learn quicklyOrga
- nized and detail-orientedProb
- lem solving and independent worker – we do not micromanageCFP
- or ChFC preferredHiri
n
g ProcessQuali
fied 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 cel
ebrate diversity and are committed to creating an inclusive environment for all employees.
Salary : $125,000 - $175,000