January 2023

Re: Financial Planner/Wealth Advisor career opportunity

Your standout opportunity

Realize your important career growth goals when you join our leading Northeast Ohio wealth management and investment firm focused on making a difference in the lives of our team members, associates and clients.

You’ll enjoy significant earnings potential, incentives and competitive benefits as you take an active role in shaping the future growth opportunities that are right for you, our clients and our firm. Our progressive culture encourages ongoing professional training and education and embraces the flexibility to balance family life, community service and the other important interests that shape who you are, and the valuable skills and talents you bring to the team.

If you’re a driven, self-motivated and energized financial planner/wealth advisor who is passionate about helping clients pursue their unique life goals and bringing in new client relationships, we want to talk to you.

Where we do business

We enjoy relationships with high-net-worth families and business owners in Northeast, Ohio and throughout the United States. When you join our team, you’ll have an opportunity to live and work in one of the up-and-coming areas of the country – Cleveland, Ohio. We love our city and think of ourselves as “gritty cool.” For more than 25 years, our team has taken pride in contributing to our surrounding communities and making a difference in the lives of our neighbors and friends.

How you’ll contribute

- Serve as the lead advisor for established client relationships and assist with acquiring new firm

relationships

- Onboard new clients and conduct regular review meetings for existing relationships

- Create customized financial strategies that help simplify our clients’ lives across retirement, investment, estate, tax, insurance planning and more

- Be a change agent for your clients and our firm by:

o Preparing, sharing and executing recommendations to help grow, nurture and protect our

clients’ assets

o Engaging with the management team to develop innovative strategies and methods for growing our firm through client acquisition and creating efficiencies that are effective in an ever-changing wealth management industry

 

What you’ll need to bring

- Bachelor’s Degree, preferably in finance or accounting

- 3 years or more experience managing client relationships as a wealth advisor

- CFP or in the process of obtaining CFP certification

- FINRA Series 7, Series 63 and 65 licenses or Series 66 license (same as having 63 and 65) – Health and Life Insurance Licenses a Plus

- CPA is a plus

- Experience with planning tools such as Riskalyze, Morningstar and eMoney

- Ability to build new client relationships through ongoing business development

- Value for the contributions of others

- Strong written and verbal communication skills

- Active in the community and professional organizations

- A can-do attitude

What we’ll bring

- Generous salary and compensation package

- Competitive benefits, including healthcare, employer retirement plan, education and training credits

- Ongoing training and mentoring

- Career growth opportunities

- Culture that values hard work, fun, community service and family

- Work/life balance and flexibility

- More than 25 years of experience making a difference for our clients, team members and associates

Real people. Real answers.

Visit www.PlannedFinancial.com to learn more!

Please contact Joe Rogers at 440-740-0130 x220; email: Joe@PlannedFinancial.com to learn more about joining our team. Thank you!

Regards,

Frank Fantozzi

CPA, MST, PFS, CDFA, AIF®

President and Founder

 

Investment advice offered through Planned Financial Services, a Registered Investment Advisor.