Financial Advisor

RIA Recruiting • Findlay, OH

1d • Onsite

About The Position

Resolute Wealth Advisor is a growing Registered Investment Advisor (RIA) firm experiencing high demand for its services. This role offers an immediate opportunity to work with an existing client base, eliminating the need for upfront sales or building a book of business from scratch. The Financial Advisor will focus on delivering high-quality advice, managing client relationships, and contributing significantly to the client experience. There is an optional business development track available with strong upside potential, and the firm provides an established RIA platform for professional growth.

Requirements

• 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

Responsibilities

• 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

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 This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed