Financial Advisor / Financial Planner

Willoughby, Ohio
$75,000 to $90,000 plus substantial production based incentives.
May 21, 2021
Jun 20, 2021
Employment Type
Full Time
Experience Level
1-4 years
CFP® Certification

Financial Advisor / Financial Planner

Bucholtz Consulting is seeking an additional Financial Advisor / Financial Planner. Bucholtz Consulting provides financial planning and investment management services and is located in Willoughby Hills, Ohio. 

We are seeking a candidate who is able to:

  • Graciously communicate and build client relationships
  • Work within the team to create and implement effective marketing strategies
  • Persuade clients to take action in their best interest using a consultative approach
  • Maintain and improve upon existing organizational systems
  • Track and ensure completion of projects
  • Enjoy improving the lives of others
  • Demonstrate a genuine “client-first” belief
  • Be intensely curious to learn about all aspects of the investment management process
  • Complete and pass the Certified Financial Planner exam within 3 years from hire date

This Financial Advisor / Financial Planner position provides an opportunity to continue to build your practice through growth of an existing book of business and referral-based introductions