Experienced Financial Advisor - Client Management & Financial Planning

About The Role

We are excited to invite experienced Financial Advisors to join our team in a remote capacity. This role offers a fantastic opportunity to leverage your expertise while benefiting from a supportive and resource-rich environment. If you have a strong book of business and are eager to grow within a collaborative, advisor-focused setting, we'd love to hear from you!

Key Responsibilities

• Client Management: Nurture and expand your existing client relationships, providing exceptional, personalized financial advice and service.
• Financial Planning: Use our advanced financial planning tools and resources to create comprehensive, tailored strategies for your clients.
• Asset Management: Utilize our state-of-the-art asset management support to enhance portfolio performance and help clients achieve their goals.
• Sales and Marketing: Take advantage of our marketing and sales support to attract new clients and grow your business.
• Technology Utilization: Benefit from our cutting-edge technology platform to streamline operations, enhance client interactions, and boost efficiency.
  
  

What We Offer

• Autonomy: Manage and grow your book of business with the freedom to shape it according to your vision.
• Support Infrastructure: Access a comprehensive suite of resources, including marketing, sales support, financial planning assistance, and asset management tools.
• Technology: Leverage our advanced technology to optimize client service and streamline your operations.
• Collaborative Environment: Join a team of professionals who understand and support the needs of financial advisors.
  
  

Qualifications

• Experience: A proven track record as a successful financial advisor with a strong existing book of business is ideal.
• Licensing: Relevant industry licenses (e.g., Series 65, Series 66) and certifications (e.g., CFP) are preferred.
• Skills: Excellent communication, client relationship management, and financial planning skills.
• Independence: Ability to work independently in a remote setting while maintaining a high level of professionalism and integrity.
  
  

Why Join Us?

We're more than just a workplace; we're a team dedicated to your success. Our advisor-owned and operated firm understands the unique challenges and opportunities in this field. We're committed to providing you with the support and resources you need to achieve your goals while letting you retain ownership of your book of business.

If you're a dedicated financial advisor looking for a new opportunity to thrive in a supportive and innovative environment, we'd love to connect with you.

How To Apply

Please send your resume and a cover letter detailing your experience and why you'd be a great fit for our team to [your email address].

Job Type: Full-time

Pay: \(75,000.00 - \)250,000.00 per year

Education

• Bachelor's degree (Preferred)
  
  

Experience

• Financial Planning: 5 years (Preferred)
  
  

License/Certification

• CFP (Preferred)
• Series 65 (Preferred)
• Series 66 (Preferred)
  
  

Work Location: Remote

Employment Type: Full-Time