Oversee established clients, being guided by team members having prior experience with those clients.
Become the direct connection between the PFS Team and our clients. You will serve as an individual client’s trusted advisor who will create financial strategies that may involve retirement planning, investments, estate planning, tax planning, and insurance portfolios. We are change agents!
Prepare and present recommendations that aim to grow, nurture, and protect the assets of our clients.
Strategize with the management team to develop innovative methods of growing our firm and working with the ever-changing financial planning landscape.
Enjoy flexibility for full-life balance.
Be invited to join us in fun team outings!
Five years or more experience as a wealth advisor to clients
Series 7 license
Bachelor’s Degree, preferably in finance or accounting
CPA a plus
A Can-do spirit!
Be a team player who likes to have fun
Additional Salary Information: Revenue sharing
Internal Number: 2018-1
About Planned Financial Services
Planned Financial Services (PFS) is an independent Registered Investment Advisory (RIA), and financial planning and wealth management firm with offices in Brecksville and Beachwood, Ohio. We are continuously looking for better ways to help and advise our clients, always trying to “go beyond the ask”. PFS is never sitting still – always looking for that new talent to better advise and service our clients’ changing financial and life needs. A talented team; a wonderful place to work!