Job description

About Us

Mayfield Financial Services (MFS) is a well-established and growing financial advisory 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 5 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 50 customer relationships. Financial planning, customer service and relationship management skills are extremely important. In addition, the new Financial Advisor will need to be able to lead customer meetings and contribute their knowledge in collaboration with other team members.

The new Financial Advisor needs to have a passion for both Financial Planning and helping others.

Desired Skills of the Financial Advisor:

· Knowledge of the Financial Planning process

· Strong written, verbal and interpersonal communication skills

· Knowledge of eMoney software

· Knowledge of retirement plans

Qualifications of the Financial Advisor:

· FINRA Series 6 or Series 7 licensed

· Ohio life and health insurance licensed

· CFP or comparable designation

· Minimum of a Bachelor’s degree

· At least 5 years relevant experience

Thank you for your interest in Mayfield Financial Services!

Securities offered through Registered Representatives of Cambridge Investment Research, Inc. a broker-dealer, member FINRA/SIPC. Advisory Services offered through Cambridge Investment Research Advisors, Inc a Registered Investment Advisor. Cambridge and Mayfield Financial Services are not affiliated.

Job Type: Full-time

Pay: From $100,000.00 per year

Benefits:

• 401(k)
• Health insurance
• Paid time off

Physical setting:

• Office

Schedule:

• Monday to Friday

Ability to commute/relocate:

• Mayfield Heights, OH: Reliably commute or planning to relocate before starting work (Required)

Experience:

• Financial Industry: 1 year (Required)

License/Certification:

• FINRA Series 7 or 6 (Required)

Work Location: In person

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