ZipRecruiter

Log In

1

Harbor Financial Jobs (NOW HIRING)

Leading Financial Advisory Firm

Financial Advisor

Independence, OH · On-site +1

$125K - $175K/yr

  • Medical

  • Life

  • Retirement

  • PTO

Financial Advisor - Tempo Wealth Location: Independence, OH Website: TempoWealth.com Tempo Wealth ... Company-paid health insurance * 401(k) with safe harbor contribution * Group life and disability ...

Harbor Wholesale

Jr. Accountant

Lacey, WA · On-site

$33.65 - $40.87/hr

  • Medical

  • Dental

  • Vision

  • Life

  • Retirement

  • PTO

Bachelor's Degree in Accounting or Finance is required. * 1-2 years accounting experience required; preference to private ERP accounting systems (Harbor is not a Quickbooks environment) within a ...

Harbor

Director, Global Compliance

Harbor is seeking a Director of Global Compliance to establish, lead, and continuously evolve the ... Resources, Finance, Information Security, Corporate Development, External Counsel and more.

Harbor

Manager, Sourcing (Technology)

... financial modeling, stakeholder management, and executive communication skills. * Familiarity with sourcing tools, spend analytics platforms, and procurement best practices. About Us: Harbor is the ...

previous page

Showing results 41-60

All JobsHarbor Financial Jobs

Harbor Financial information

What is the difference between Harbor Financial vs Harbor Financial Advisor?

AspectHarbor FinancialHarbor Financial Advisor
CredentialsVaries; may include licenses like Series 7, 66, or 65Typically requires licenses such as Series 7, 66, or 65, and relevant certifications
Work EnvironmentCorporate offices, financial institutions, or remoteClient-facing, in-office or remote, often in financial planning firms
Employer & Industry UsageFinancial services firms, investment companiesFinancial advisory firms, banks, or independent practices
Common Search & ComparisonYesYes

Harbor Financial generally refers to a financial services company or firm, while Harbor Financial Advisor specifically denotes a licensed professional providing financial advice to clients. The advisor role involves direct client interaction, personalized planning, and requires relevant licenses. Both roles operate within the financial industry but differ in scope and responsibilities.

What are some common challenges faced by professionals working at Harbor Financial, and how can they be addressed?

Professionals at Harbor Financial often navigate fast-paced environments where attention to detail and compliance with financial regulations are paramount. Balancing client expectations with regulatory requirements can be challenging, especially when managing multiple accounts or projects simultaneously. Team collaboration is essential, as many tasks require coordination with compliance officers, analysts, and client service teams. Staying organized, proactively communicating with colleagues, and keeping up-to-date with regulatory changes are effective strategies for overcoming these challenges and excelling in the role.

What is Harbor Financial?

Harbor Financial is typically a financial services company that may provide a range of offerings such as wealth management, investment advisory, retirement planning, and tax services. The specific services can vary depending on the company, but the goal is usually to help individuals and businesses manage their finances efficiently and plan for the future. Clients often work with financial advisors at Harbor Financial to develop personalized strategies based on their financial goals, risk tolerance, and current assets. It’s important to review the exact services provided by the specific Harbor Financial entity you are interested in, as there may be several companies with similar names.

What are the key skills and qualifications needed to thrive as a financial analyst at a harbor or port authority?

To excel as a Financial Analyst in a harbor or port authority, you need strong analytical skills, a solid grasp of finance and accounting principles, and a relevant degree such as finance, accounting, or economics. Familiarity with financial modeling tools, enterprise resource planning (ERP) systems, and advanced Excel functions is typically required, and certifications like CFA or CPA can be advantageous. Excellent communication, attention to detail, and the ability to work collaboratively with cross-functional teams are important soft skills. These competencies enable accurate financial planning, compliance, and strategic decision-making crucial for the efficient operation and growth of harbor activities.
More about Harbor Financial jobs
What cities are hiring for Harbor Financial jobs? Cities with the most Harbor Financial job openings:
What states have the most Harbor Financial jobs? States with the most job openings for Harbor Financial jobs include:
What job categories do people searching Harbor Financial jobs look for? The top searched job categories for Harbor Financial jobs are:
Harbor Financial jobs near you
Infographic showing various Harbor Financial job openings in the United States as of August 2026, with employment types broken down into 53% Full Time, and 47% Part Time. Highlights an 95% In-person, and 5% Remote job distribution.

Financial Advisor

Leading Financial Advisory Firm

Independence, OH • On-site, Remote

$125K - $175K/yr

Full-time

Medical, Life, Retirement, PTO

Re-posted 11 days ago

Job description

Financial Advisor - Tempo Wealth
Location: Independence, OH
Website: TempoWealth.com
Tempo Wealth is a fast-growing, fee-only financial planning firm based in Independence, Ohio. We are seeking a Financial Advisor to join our expanding team and play a key role in providing excellent financial advice to our existing clients.
This position can be hybrid after a training period in the office
Salary & Benefits
  • Salary Range: $125,000 - $175,000, commensurate with experience and credentials
  • Company-paid health insurance
  • 401(k) with safe harbor contribution
  • Group life and disability insurance
  • Generous paid time off (PTO), 18 annual holidays, and half-day Fridays throughout the summer

Key Responsibilities
  • Lead client meetings with the plan to take over client relationships over time
  • Collaborate with internal teams, such as compliance, investment operations, and client service, to ensure all client-related activities are executed efficiently and in line with company standards
  • Cultivate and maintain strong relationships with clients
  • Understand clients' financial goals and preferences
  • Review and execute on financial planning tasks after client meetings
  • Stay informed on financial market trends and regulatory changes
  • Identify opportunities for client growth and new business

Qualifications
  • Minimum 7 years of experience in an advisory role
  • Excellent written and verbal communication skills, both internally and client-facing
  • Warm communication with clients
  • Ability to speak to prospects and close warm leads
  • Tech-savvy, with the ability to learn quickly
  • Organized and detail-oriented
  • Problem solving and independent worker - we do not micromanage
  • CFP or ChFC preferred

Hiring Process
Qualified candidates will begin with a 15-30-minute Zoom interview conducted by our external hiring consultant. If selected to proceed, candidates will complete a Career History Form and participate in additional interviews with Tempo Wealth leadership. Finalists may also be asked to complete professional assessments.
Tempo Wealth is an Equal Opportunity Employer.
We celebrate diversity and are committed to creating an inclusive environment for all employees.

Apply