Signal Tree Financial Partners LLC | Associate ...

Job Title: Associate Financial Advisor Location: Mayfield Heights or Fairlawn, OH (Hybrid: In-office 3-5 daysweek, Work-from-home flexibility after 60 days) Hours: 8:30 AM - 4:30 PM, Full-Time Compensation: $70,000 to $100,000  We are seeking a highly organized, experienced, and motivated Financial Advisor to join our dynamic team and contribute to our ongoing success. If you're looking for an opportunity to grow within a professional, positive, and team-oriented environment, with financial planning and asset management support, we would love to hear from you.    Position Overview The Associate Financial Advisor will play a key role in supporting our Senior Financial Planners and ensuring a seamless client experience and financial plan delivery. This is a full-time, client-facing role that requires a combination of financial planning education and industry experience.  Customer service skills, attention to detail, and an ability to work effectively with numerous advisors will be key.  This position provides a strong growth path for client relationship management, competitive compensation, and an eventual Senior Financial Advisor position.   Preferred Qualifications & Experience CFP® Professional or progress toward required. Bachelor's degree in finance, accounting, economics, or related field. Previous experience in financial planning or wealth management of at least 3 years.   Ability to balance multiple competing priorities and work with more than one advisor. Knowledge of financial planning software, investment strategies, and tax laws. Excellent communication, analytical, and interpersonal skills. Ability to work independently and as part of a collaborative team. Openness to feedback and coaching.  Primary Responsibilities Working with Senior Financial Advisors as they:  Develop and implement personalized financial plans for clients, addressing key areas such as retirement planning, investment management, tax strategies, estate planning, and risk management. Regularly communicate with clients to keep them updated on their financial plans, performance, and any changes in the financial markets or regulatory environment.  Advise clients on investment strategies based on their financial objectives, risk tolerance, and market conditions with the support of the asset management department.   Help our Financial Planning department design retirement plans tailored to clients' needs, including 401(k), IRA, and pension planning, ensuring that strategies maximize tax advantages and long-term growth potential. Educate clients on complex financial topics in a clear, understandable manner, empowering them to make informed decisions about their finances, both during client meetings and in written communication. Provide client meeting follow-up support, including documenting meeting notes, creating tasks in CRM, and communicating next steps with clients and team members.   Build and nurture a pipeline of prospective clients through referrals, networking, and business development efforts. Cultivate relationships with other professionals, such as accountants, attorneys, and insurance agents, to expand the firm's service offerings and generate new business opportunities.  About Signal Tree Financial Partners: Signal Tree Financial Partners, LLC is an independent Registered Investment Advisory (RIA) firm based in Fairlawn, OH. We are an established and thriving financial planning practice committed to delivering high-quality, personalized financial advice and exceptional client service. Our mission is to positively impact the lives of our clients, team members, and the broader

Created: 2025-01-01