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Financial Advisor

Resolute

Resolute

Resolute Wealth Advisor (resoluteadvisor.com) is seeking a Financial Advisor for our fee-based financial planning and investment advisory firm in Findlay, Ohio. We are looking for the right candidate, so we are willing to relocate someone for this position, and we can help with relocation expenses!

The Financial Advisor provides technical financial planning and investment management work to the firm’s existing clients. This is a professional position in a client-focused environment and requires knowledge of financial planning and great client service. The position is designed to provide the right candidate a career path leading to the position of Lead Advisor. We are a growing firm and we are looking for an Advisor who can take on firm clients as we continue to grow. This is an excellent opportunity for anyone with upward mobility in mind.

Responsibilities:

  • Develop and regularly update financial plans for the firm’s existing clients
  • Conduct in-depth client interviews to gather personal financial data and to formulate planning goals
  • Work with existing and new clients on the implementation of their financial plan, in conjunction with support from team members
  • Delegate non-advisory follow-up work to other appropriate team members
  • Ensure that the CRM is updated with all necessary client information, communications, and interactions
  • Monitor clients’ portfolios to ensure that they adhere to their financial plan
  • Manage or participate in other firm-wide projects as assigned
  • We are a small firm, so all of us wear multiple hats

Benefits:

  • Starting salary of $70K-90K per year, based on experience. Full benefit package including incentive compensation, health insurance, 401(k) with matching contributions
  • Certain relocation expenses if needed (to be discussed in more detail when offer letter is presented)
  • Mentorship and learning opportunities
  • Great working environment with professional growth opportunities
  • Healthy work-life balance is a priority to us and we want it to be a priority for you too
  • No business development requirements. NOT a commission-based position.

Required Qualifications

  • Certified Financial Planner (CFP) licensee or candidate OR you must be willing to begin working on your CFP designation immediately
  • Obtaining the Series 65 license will be required, but is not a pre-requisite for this position
  • 3-5 years of experience in a similar role
  • Bachelor’s degree required
  • Familiar with financial concepts, investment products, portfolio analysis, goal setting and cash flow
  • Aspirations for a long-term career path
  • Strong verbal and written communication skills
  • Ability to identify, meet, and follow through with clients’ needs and requirements
  • Must be a self-starter and a problem solver
  • Must interact effectively with office staff and be a goal-oriented team player
  • Strong attention to detail

Qualified candidates will start the process by having a 15-30 minute phone 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. A background and credit check will be required.

We are an Equal Opportunity Employer.

Apply To Position

The views expressed represent the opinion of Resolute Wealth Advisor, Inc. (RWA). The views are subject to change and are not intended as a forecast or guarantee of future results. This material is for informational purposes only. It does not constitute investment advice and is not intended as an endorsement of any specific investment. Stated information is derived from proprietary and nonproprietary sources that have not been independently verified for accuracy or completeness. While RWA believes the information to be accurate and reliable, we do not claim or have responsibility for its completeness, accuracy, or reliability. Statements of future expectations, estimates, projections, and other forward-looking statements are based on available information and the RWA’s view as of the time of these statements. Accordingly, such statements are inherently speculative as they are based on assumptions that may involve known and unknown risks and uncertainties. Actual results, performance or events may differ materially from those expressed or implied in such statements. Investing in equity securities involves risks, including the potential loss of principal. While equities may offer the potential for greater long-term growth than most debt securities, they generally have higher volatility. International investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles, or from economic or political instability in other nations. Past performance is not indicative of future results.

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Investment Advisory Services Offered Through Resolute Wealth Advisor, Inc., A Registered Investment Adviser.

Resolute Wealth Advisor, Inc. and its representatives are in compliance with the current filing requirements imposed upon registered investment advisors by those jurisdictions in which Resolute Wealth Advisor, Inc. maintains clients. Resolute Wealth Advisor, Inc. may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Resolute Wealth Advisor, Inc.’s website is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Resolute Wealth Advisor, Inc.’s website on the Internet should not be construed by any consumer and/or prospective client as Resolute Wealth Advisor, Inc.’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Resolute Wealth Advisor, Inc. with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Resolute Wealth Advisor, Inc., please contact the SEC, FINRA or the state securities regulators for those states in which Resolute Wealth Advisor, Inc. maintains a filing. A copy of Resolute Wealth Advisor, Inc.’s current written disclosure statement discussing Resolute Wealth Advisor, Inc.’s business operations, service, and fees is available from Resolute Wealth Advisor, Inc. upon written request. Resolute Wealth Advisor, Inc. does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Resolute Wealth Advisor, Inc.’s website or Incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly. 

Past performance may not be indicative of future results. Therefore, no current or prospective client should assume that future performance of any specific investment or investment strategy (Including the investments and/or investment strategies recommended or undertaken by Resolute Wealth Advisor, Inc.) made reference to directly or indirectly by Resolute Wealth Advisor, Inc. in its website, or indirectly by a link to an unaffiliated third party website, will be profitable or equal the corresponding indicated performance level(s). Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment will either be suitable or profitable for a client or prospective client’s investment portfolio. Historical performance results for investment indices and/or categories generally do not reflect the deduction of transaction and/or custodial charges, the deductions of an investment management fee, nor the impact of taxes, the incurrence of which would have the effect of decreasing historical performance results.

Certain portions of Resolute Wealth Advisor, Inc.’s website (i.e. newsletters, articles, commentaries, etc.) may contain a discussion of, and/or provide access to, Resolute Wealth Advisor, Inc.’s (and those of other investment and non-investment professionals) positions and/or recommendations of a specific prior date. Due to various factors, including changing market conditions, such discussion may no longer be reflective of current position(s) and/or recommendations(s). Moreover, no client or prospective client should assume that any such discussion serves as the receipt of, or a substitute for, personalized advice from Resolute Wealth Advisor, Inc., or form any other investment professional. Resolute Wealth Advisor, Inc. is neither an attorney nor an accountant, and no portion of the website content should be interpreted as legal, accounting or tax advice. 

To the extent that any client or prospective client utilizes any economic calculator or similar device contained within or linked to Resolute Wealth Advisor, Inc.’s website, the client and/or prospective client acknowledges and understands that the information resulting from the use of any such calculator/device, is not, and should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from Resolute Wealth Advisor, Inc., or from any other investment professional

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