Financial Advisor

Financial Advisor – Tempo WealthLocation: Independence, OHWebsite: TempoWealth.comTempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a 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 & BenefitsSalary Range: $100,000 – $150,000, commensurate with experience and credentialsCompany-paid health insurance401(k) with safe harbor contributionGroup life and disability insuranceGenerous paid time off (PTO), 18 annual holidays, and half-day Fridays throughout the summerKey ResponsibilitiesLead client meetings with the plan to take over client relationships over timeCollaborate 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 standardsCultivate and maintain strong relationships with clientsUnderstand clients' financial goals and preferencesReview and execute on financial planning tasks after client meetingsStay informed on financial market trends and regulatory changesIdentify opportunities for client growth and new businessQualificationsMinimum 7 years of experience in an advisory roleExcellent written and verbal communication skills, both internally and client-facingWarm communication with clientsAbility to speak to prospects and close warm leadsTech-savvy, with the ability to learn quicklyOrganized and detail-orientedProblem solving and independent worker – we do not micromanageCFP or ChFC preferredHiring ProcessQualified 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.