Financial Planner

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Cleveland, OH
Job Type
Direct Hire
Apr 08, 2019
Job ID
Well established 6B+ RIA in Cleveland seeks Financial Planner to join their growing team.
The Firm has a broad investment offering including ETF's, mutual funds, international, hedge funds, etc. in addition to a strong commitment to financial planning as an integral part of the client experience.
  • Work closely with financial advisors and support them in planning process
  • Meet with clients to gather information, prepare financial plans and present plans to client
  • Ideal candidate will have some portable AUM and strong financial planning experience
  • Requires 5+  years' financial planning background and  strong interpersonal skills. CFP or other designations preferred