Financial Planning Associate: Client Growth & Planning

An investment advisory firm located in Cleveland, OH, is seeking an Associate Advisor to join their advisory team. The role involves overseeing client planning and investment reviews while also assisting clients with financial and estate planning. Candidates should possess a Bachelor's degree and required FINRA licenses (Series 7 and 66), along with strong computer skills. This position provides a collaborative environment, focusing on client service and growth. #J-18808-Ljbffr