Posted 10/30/2026
Job Number: 18263
Wealth Advisor
Broadview Heights, Ohio • Onsite
Industry: Financial Services
Job Category: Wealth Management
Job Type: Direct Hire
Salary: $100000 - $180000
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Job Description
Position Title: Wealth Advisor
A practice with more than $250 million in assets and over $900,000 in annual revenue is looking for the advisor who will one day own it. This Wealth Advisor role is built as a two-year transition. The successful candidate works alongside the founding advisor, earns the trust of clients who have stayed with the practice for years, and gradually takes over client meetings, the branch, and the business itself. The role offers a path to leadership and ownership, which differs from joining another advisory firm.
The first day brings real work. A large base of orphan clients is available to serve immediately, and the practice combines investment, advisory, insurance, retirement plan, and financial planning business. Clients already rely on the practice for tax and estate-planning help, so a planning background matters here. Over time, the advisor takes over the branch of approximately 15 advisers and has the option to purchase a portion of the firm’s RIA interest. The position is fully onsite in the Broadview Heights office, working with clients in person.
Salary Range: $100,000 – $180,000 / Year DOE
Plus participation in firm revenue sharing beginning in year two, with full payout on business personally brought in. The role is salaried during the transition and is not commission-only.
Wealth Advisor Responsibilities
- Work alongside the current advisor to learn the platform, systems, and operations of the practice in preparation for the transition of client relationships and ownership over roughly two years
- Begin serving a large base of orphan clients from the start of employment
- Attend existing client meetings, then take over a portion of each meeting, then more of them, until leading client meetings independently
- Provide financial planning and investment advice, including retirement, estate, tax, and insurance planning
- Manage investment portfolios and advisory accounts
- Build relationships with retirement plan clients and their participants
- Develop new clients to grow the practice over the long term, as clients are not simply handed over
- Work with the team to improve client service and business operations
- Assume management responsibilities for the branch of approximately 15 advisers and, in time, leadership and ownership of the practice
Wealth Advisor Requirements
- 3-5+ years of experience in financial advisory work
- Strong planning background, with depth in tax and estate planning gained outside the investment business
- FINRA Series 7 and Series 63 licenses, plus Series 65 or 66 where applicable
- A clean FINRA record with no disclosures
- High school diploma, with relevant experience valued over a college degree
- Service-oriented approach and strong client relationship skills
- Proficiency with Microsoft Word and Outlook
- Ability to work onsite in the Broadview Heights office, Monday through Friday, 8 a.m. to 5 p.m., and to meet with clients in person in the Cleveland area
- CFP or ChFC designation, or progress toward one, is preferred
- CPA or attorney background, or comparable advanced education, is preferred
- An existing book of business is a plus but not required
Benefits
- Medical insurance with the company paying 100% of the employee premium, plus dental and vision coverage
- 401(k) retirement plan with a Safe Harbor match
- Paid time off and paid holidays
- Opportunity to purchase a portion of the firm’s RIA interest and ultimately acquire the practice
Advisors with a planning background and the ambition to own a practice are encouraged to apply today and step into a long-standing client base with a clear path to leadership.
#LI-KR1 #LI-SB1
Job ID: a0CUm00005NCHBpMAP
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