Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking an Associate Financial Advisor to join our expanding team and play a key role in providing excellent financial advice to our existing clients.
This position can be hybrid after a training period in the office
Salary & Benefits
Salary Range: $90,000 - $110,000, commensurate with experience and credentials
Company-paid health insurance
401(k) with safe harbor contribution
Group life and disability insurance
Generous paid time off (PTO), 18 annual holidays, and half-day Fridays throughout the summer
No business development requirements
Key Responsibilities
Participate in client meetings with the plan to take over client relationships over time
Collaborate with internal teams, such as compliance, investment operations, and client service, to ensure all client-related activities are executed efficiently and in line with company standards
Cultivate and maintain strong relationships with clients
Understand clients' financial goals and preferences
Review and execute on financial planning tasks after client meetings
Stay informed on financial market trends and regulatory changes
Qualifications
Minimum 3 years of experience in an advisory role
Excellent written and verbal communication skills, both internally and client-facing
Warm communication with clients
Tech-savvy, with the ability to learn quickly
Organized and detail-oriented
Problem solving and independent worker - we do not micromanage
CFP or ChFC preferred
Hiring Process
Qualified candidates will begin with a 15-30-minute Zoom interview conducted by our external hiring consultant. If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership. Finalists may also be asked to complete professional assessments.
Tempo Wealth is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking an Associate Financial Advisor to join our expanding team and play a key role in providing excellent financial advice to our existing clients.
This position can be hybrid after a training period in the office
Salary & Benefits
Salary Range: $90,000 - $110,000, commensurate with experience and credentials
Company-paid health insurance
401(k) with safe harbor contribution
Group life and disability insurance
Generous paid time off (PTO), 18 annual holidays, and half-day Fridays throughout the summer
No business development requirements
Key Responsibilities
Participate in client meetings with the plan to take over client relationships over time
Collaborate with internal teams, such as compliance, investment operations, and client service, to ensure all client-related activities are executed efficiently and in line with company standards
Cultivate and maintain strong relationships with clients
Understand clients' financial goals and preferences
Review and execute on financial planning tasks after client meetings
Stay informed on financial market trends and regulatory changes
Qualifications
Minimum 3 years of experience in an advisory role
Excellent written and verbal communication skills, both internally and client-facing
Warm communication with clients
Tech-savvy, with the ability to learn quickly
Organized and detail-oriented
Problem solving and independent worker - we do not micromanage
CFP or ChFC preferred
Hiring Process
Qualified candidates will begin with a 15-30-minute Zoom interview conducted by our external hiring consultant. If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership. Finalists may also be asked to complete professional assessments.
Tempo Wealth is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees.
What You'll Do
Salary Range: $90,000 - $110,000, commensurate with experience and credentials
Company-paid health insurance
401(k) with safe harbor contribution
Group life and disability insurance
Generous paid time off (PTO) , 18 annual holidays , and half-day Fridays throughout the summer
