Financial Advisor

Financial Advisor Resolute Wealth Advisor
Join a Growing RIA No Sales Required to Start Immediate Client Work

Location: Findlay OH (On-site)

Why This Role Stands Out

• Walk into an existing client base no need to build from scratch
• Firm is at capacity immediate opportunity to make an impact
• No sales pressure upfront focus on advice and client relationships
• Optional business development track with strong upside
• Established RIA platform with real growth potential

The Opportunity

Resolute Wealth Advisor is growingand we need help now.

Demand for our services has exceeded capacity which means youll step directly into working with real clients from day one. No waiting. No build your own book requirement.

The Financial Advisor role is focused on delivering high-quality advice managing relationships and being a key contributor to client experience.

Salary and Benefits

• Salary range for this position will be $100K-$150K depending on experience and credentials
• Health insurance
• 401(k) with matching contributions
• Mentorship and learning opportunities
• Great working environment for professional growth
• No business development requirement

What Youll Do

• Develop and deliver comprehensive financial plans (cash flow tax strategies investments retirement estate planning risk management)
• Conduct in-depth client discovery meetings to understand goals and priorities
• Guide clients through implementation alongside internal support teams
• Meet regularly with clients to review update and refine plans
• Monitor portfolios to ensure alignment with client strategies
• Collaborate with internal specialists to deliver well-rounded advice
• Delegate non-advisory tasks to maximize efficiency
• Maintain accurate and up-to-date client records in CRM
• Participate in client events and contribute to an exceptional client experience
• Contribute to firm initiatives and recommend process improvements
• Bring a collaborative team-first approach to the organization

What Were Looking For

• Experience in financial services (planning banking investments insurance etc.)
• Strong client relationship and communication skills
• Analytical and detail-oriented
• Team-oriented with a high standard of professionalism

The Long-Term Opportunity

• Deepen your impact with clients in a growing firm
• Take on increasing responsibility within the team
• Participate in business development (optional) with meaningful compensation upside

If youre looking for a role where you can focus on clientsnot prospectingand make an immediate impact this is that opportunity.

Qualified candidates will start the process by having a 1530-minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward you will be required to fill out a Career History Form and if you are selected to advance in the process you will meet with the firm. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.