Careers
Financial Advisor (Salaried)
Szarka Financial is seeking a driven, client-focused Financial Advisor to support our existing client base and contribute to our continued growth. This is a full-time, salaried W-2 position with benefits, designed for an advisor who wants to focus on serving clients and building relationships while being supported by an established team.
Key Responsibilities
Meet with current and prospective clients to understand their financial goals and personal circumstances using our Care Approach
Develop and present personalized financial plans
Implement and adjust financial strategies as client needs evolve
Conduct regular client reviews and provide ongoing guidance
Build and maintain strong client relationships
Collaborate closely with advisors and leadership
Who Thrives at Szarka Financial
Passionate about helping clients achieve their goals
Relationship-driven and able to build trust
Committed to putting clients first
Professional, compassionate, and approachable
Strong communicator who simplifies complex concepts
Self-motivated and team-oriented
Dedicated to exceptional client service
Interested in a long-term career with a family-oriented organization
Values integrity, service, and genuine care for others
Qualifications
3+ years of experience as a Financial Advisor, Financial Planner, Private Banker, or similar role
Active Series 65 license required; Series 7 preferred
Clean compliance record, including U4
Working knowledge of CRM and client management systems
Existing book of business is a plus, not required
Tax knowledge is a plus
What We Offer
Competitive base salary based on experience, plus bonus
Focus on advising clients without the pressure of building a book from scratch, managing administrative tasks, or meeting sales quotas
100% company-paid vision and dental insurance for employees and their families
Company-matched IRA
Healthy work-life balance including paid holidays, vacation time, and personal time off
Ongoing professional development and training opportunities
About Szarka Financial
Since 1985, Szarka Financial has been a family-owned and operated financial planning firm
proudly serving individuals, families, and business owners throughout Northeast Ohio.
For more than 40 years, we've built our reputation one relationship at a time. Our clients aren't account numbers, they're neighbors, friends, business owners, parents, and retirees who trust us to help guide some of life's most important financial decisions.
As a full-time member of our team, you'll enjoy the stability of a salaried W-2 position, the support of experienced professionals, and the opportunity to focus on what matters most—helping clients achieve their financial goals.
We believe great financial planning starts with genuine relationships. That's why we've remained committed to providing personalized advice, exceptional service, and a welcoming environment for both our clients and our team.
If you're looking for a long-term career where you can make a meaningful difference, develop lasting client relationships, and be part of a firm where people truly care about one another, we'd love to meet you.