Careers at W.A. Smith Financial

If you are ready to take your career to the next level, and you feel that your core values align with ours, consider a career at W.A. Smith Financial Group

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Excellence through the years

Join us to make a difference in clients' lives, grow alongside a supportive team, and celebrate successes together.

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Our Core Values

Client First

We make every decision with our client’s best interests at heart.

Simplicity

We make complex financial concepts understandable. Simplicity is the ultimate sophistication.

Do What You Say

We follow through on our commitments to our team and our clients.

Effort Does Not Equal Results

We do not accept mediocrity, and we will not “go through the motions”.

Accountability

We take ownership of our work, actions, and the overall outcomes.

Hungry, Humble, Smart

We are highly motivated, prioritize the success of others over ego, and demonstrate empathy.

Current Job Openings

Client Service Representative

Sarasota, Florida

Client Service Team

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Client Service Representative

Cleveland, Ohio

Client Service Team

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Director of First Impressions

Sheffield Village, Ohio

Client Service Team

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Financial Advisor

Sarasota, Florida

Financial Advisors

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Summer Intern

Sheffield Village, Ohio

Financial Advisors

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Great Lakes Retirement, Inc., operating under the DBA W.A. Smith Financial Group, is the sole SEC-Registered Investment Advisory firm. This website is owned and operated by W.A. Smith Financial Group LLC. Investment Advisory Services are offered exclusively through Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor. SEC registration does not imply an endorsement of the firm by the SEC, nor does it indicate a specific level of skill or qualification. The information provided on this website is for general informational purposes only and is not directed toward any individual or tailored to any particular financial situation. Content provided should not be considered as investment advice or a recommendation to purchase or sell any specific security. Opinions and projections expressed are as of the date stated and are subject to change without notice. No representation is made regarding the accuracy, completeness, or timeliness of the information provided, and Great Lakes Retirement, Inc., its officers, directors, or affiliates assume no liability for errors or omissions. Past performance does not guarantee future results. All investments involve risk, including the potential loss of principal. No investment strategy guarantees a profit or prevents loss in declining markets. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory agreements. Insurance and tax planning services are offered through W.A. Smith Financial Group LLC. We do not offer every plan available in your area. Currently, we represent [18] organizations offering [54] products in your area. For information on all available options, please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP).