Financial Advisor

Independence Wealth Advisors (IWA) provides proactive wealth management services specializing in investment management, financial and retirement planning, and estate planning for individuals, families, and businesses. Guided by the philosophy of managing risk to secure financial growth, IWA customizes solutions to meet the unique needs of its clients. With a team of Certified Financial Planners and Investment Advisors, IWA has been regularly featured in publications like The Wall Street Journal, Forbes, and Kiplinger's, as well as on CNBC. Based in Independence, OH, the firm uses a team approach collaborating investment advisory and financial planning services.
Role Description

This is a full‑time, on‑site role located in Independence, OH, for a Financial Advisor. The Financial Advisor will guide clients in creating and implementing customized financial plans, provide retirement and investment strategies, and assist with wealth and estate planning for individuals and businesses. The role involves assessing clients' financial needs, offering tailored solutions, monitoring progress toward financial goals, and staying informed on market trends and regulations to provide sound financial advice.
Qualifications

Proficiency in Financial Planning and developing comprehensive financial strategies
Knowledge of Finance and expertise in managing Investments
Experience in Retirement Planning and Financial Advisory services
Strong analytical, problem‑solving, and interpersonal skills
Bachelor's degree in Finance, Economics, Accounting, or a related field
Certified Financial Planner (CFP) or related certifications preferred
Ability to build long‑term client relationships and maintain high ethical standards
Experience with risk management and portfolio analysis is a plus

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