Offer summary
Qualifications:
3+ years as fiduciary advisor, CFP designation preferred.Key responsabilities:
- Deepen client relationships
- Offer sound financial advice
Who are we?
We are The Motley Fool, a purpose-driven financial information and services firm with nearly 30 years of experience focused on making the world smarter, happier, and richer. But what does that even mean?! It means we’re helping Fools (always with a capital “F”) demystify the world of finance, beat the stock market, and achieve personal wealth and happiness through our products and services.
The Motley Fool is firmly committed to diversity, inclusion, and equity. We are a motley group of overachievers that have built a culture of trust founded on Foolishness, fun, and a commitment to making the world smarter, happier and richer. However you identify or whatever winding road has led you to us, please don't hesitate to apply if the description above leaves you thinking, "Hey! I could do that!"
What does this team do?
Our purpose at The Motley Fool is "To Make the World Smarter, Happier, and Richer", and on the Motley Fool Wealth Management team, we get to help pursue that goal in a very direct way by managing our clients’ nest eggs and providing personalized advice. Motley Fool Wealth Management is a Registered Investment Advisor managing over $2 billion in stock-focused managed accounts. We also offer index-based investing, but it represents less than 1% of client assets. Our sister companies include Motley Fool Asset Management with over $1 billion in assets in mutual funds and ETFs; and Motley Fool Ventures with over $150 million in a venture fund.
What would you do in this role?
As a Financial Advisor, you’ll be one part fiduciary advisor, one part sales machine, and one part client service. Our marketing engine is gathering leads at breakneck speed, so there’s no need for cold calling or traveling sales, but you’ll be focused on (and measured by!) lead conversions. We’re looking for a self-starter that can represent the Foolish brand proudly in the quest to turn prospects into clients, and clients into evangelists.
There’s a lot that makes us different from a “traditional” advisory practice –
But what does this role actually do?
What do you need to apply?
It’s even better if you have…
Please note, no sponsorship is available for this position. You must reside in, or be willing to relocate to, one of these states for employment: California, Colorado, Florida, Louisiana, Maryland, Massachusetts, New Jersey, New York, North Carolina, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington DC, and Wisconsin.
Below you’ll see a few of our perks, but check out this site for the complete list:
By applying on this site, you acknowledge that The Motley Fool will be collecting the personal data you provide for our recruiting purposes. Please see our Applicant Privacy Notice for additional information about how we process, transfer, and store your data, including where that data is stored, and about any additional privacy rights you may have based on your jurisdiction.
Patrique Mercier Recruitment
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