Financial Advisor - Open Position
Mayfield Financial Services (MFS) is a well-established and growing financial services firm in Mayfield Heights, Ohio. Our current Team is made up of accountants (CPA’s), financial advisors, an investment manager (CFA), and a health insurance/Medicare specialist. Our philosophy is different from other firms in that we take a team and integrated approach to developing comprehensive financial solutions utilizing the combined expertise of our Team Members. Our professionals work closely with one another because we believe that, “There is no expertise without collaboration.”
Due to our continued and anticipated growth, we are looking to add another Financial Advisor. This individual should be self-motivated with 2 years minimum relevant financial planning experience to help develop new relationships as well as grow and service our existing customer base.
This individual will enjoy the benefit of collaborative insight among our CPA’s and tax professionals. Our managed portfolios are designed, monitored and maintained by our Asset Manager (CFA) and Investment Committee, which allows the Financial Advisor to focus on financial planning and servicing and strengthening customer relationships.
This new Team Member will serve as the primary point of contact for approximately 40 customer relationships. Financial planning, customer service and relationship management skills are extremely important. In addition, the new Team Member will need to be able to lead customer meetings and contribute their knowledge in collaboration with the other team members.
The new Team Member needs to have a passion for Financial Planning and for helping others.
- Knowledge of the Financial Planning process
- Strong written, verbal and interpersonal communication skills
- Knowledge of eMoney software
- Knowledge of retirement plans
- Knowledge of insurance planning
- FINRA Series 6 or Series 7 licensed
- Ohio life and health insurance licensed
- CFP or similar designation preferred
- Minimum of a Bachelor’s degree
- At least 2 years relevant experience
Thank you for your interest in MFS!
Job Type: Full-time
MFS continues to hold most of our client meetings virtually as we plan to reopen our offices to the public after July 1, 2021.
Employees working in the physical office have socially distant workspaces with the potential for flextime for each Team Member.