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., (DBA W.A. Smith Financial Group (W.A. Smith), (this website) is owned and operated by W.A. Smith. W.A. Smith offers investment advisory services and is registered with the U.S. Securities and Exchange Commission (“SEC”). SEC registration does not constitute an endorsement of the advisory firm by the SEC nor does it indicate that the advisory firm has attained a particular level of skill or ability. All content available on this Website is general in nature, not directed or tailored to any particular person, and is for informational purposes only. Neither the Website nor any of its content is offered as investment advice and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The information contained herein reflects the opinions and projections of W.A. Smith as of the date hereof, which are subject to change without notice at any time. W.A. Smith does not represent that any opinion or projection will be realized. Neither W.A. Smith nor any of its advisers, officers, directors, or affiliates represents that the information presented on this Website is accurate, current or complete, and such information is subject to change without notice. Any performance information must be considered in conjunction with applicable disclosures. Past performance is not a guarantee of future results. Neither this Website nor its contents should be construed as legal, tax, or other advice. Individuals are urged to consult with their own tax or legal advisers before entering into any advisory contract. Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Investment Advisory Services offered through Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor. Registration does not denote any level of skill or qualification. Insurance and tax planning services offered through W.A. Smith Financial, LLC. We do not offer every plan available in your area. Currently we represent [ 18] organizations which offer [54] products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options.