Planned Financial takes a team approach to advising our clients, providing a broad spectrum of services We utilize the strongest planning tools to provide our clients with options to achieve their life goals. You will:
Overseeestablished clients being guided by team members with prior experience with those clients.
Serve as an individual client advisor who will create financial strategies that could involve retirement planning, investments, estate planning tax planning, and insurance. We are change agents!
Prepare and present your recommendations that will grow, nurture, and protect the assets of our clients.
Strategize with the management team to develop innovative methods of working with the ever-changing financial planning landscape.
Enjoy flexibility for full life balance.
Be invited to join us in some fun team outings!
What credentials/characteristics you need to bring:
Five years or more experience as a wealth advisor to clients
Series 7 license
Bachelor’s Degree, preferably in finance or accounting
Planned Financial Services is an independent Registered Investment Advisor (RIA) wealth management firm. We are continuously looking for better ways to help and advise our current clients, always trying to “go beyond the ask”. Planned Financial is never sitting still – always looking for that new talent to better service our clients' changing needs. A great team, a great place to work!
You c...an work and live in one of the up and coming areas of the country – Cleveland, Ohio. We love this our city and think of ourselves as “gritty cool”. Our team prides itself on being involved in the communities around us and we are so excited about making a difference!