Remote Associate Financial Advisor - Virtual | WFH

Job Overview

We are an innovative and rapidly expanding financial planning firm located in Exeter, CA, overseeing more than $350 million in assets. Our unique Diamond Team model promotes collaboration, specialization, and career advancement, enabling us to deliver exceptional service to our clients while offering meaningful growth opportunities for our team members. Our commitment is to profoundly impact the lives of our clients and our staff by providing insightful, practical financial guidance to hardworking American families.

Company Culture and Values

We believe in cultivating a positive and collaborative workplace where teamwork and respect are paramount. Our core values reflect our dedication to serving clients and each other with humility, excellence, and a unified spirit.

Career Growth Opportunities

Join us as a Virtual Associate Financial Advisor, and you’ll have access to a structured growth model that alleviates the pressure of self-sourcing leads, allowing you to concentrate on delivering exemplary client service. We provide clear paths for professional advancement along with continuous training and development, ensuring you grow as an advisor within a thriving environment.

Key Responsibilities

• Proactively connect with assigned clients to foster strong, enduring relationships.
• Conduct periodic check-ins with clients to confirm their needs are being met through a structured service approach.
• Collaborate with lead and senior advisors to address client inquiries and discover new opportunities.
• Assist in preparing client documentation, including meeting notes and updates in the firm’s CRM system.
• Specialize in your designated area within the team to deliver exceptional value to clients.
• Stay updated on the latest industry trends and best practices for ongoing professional growth.
• Engage in team meetings and contribute innovative ideas to enhance client experiences and services.
  
  

Required Skills

• Minimum of 2 years of experience as a financial advisor.
• Comprehensive understanding of financial planning and investment strategies.
• Strong communication abilities and meticulous attention to detail.
• Proficiency in a virtual work environment, with a tech-savvy approach.
• Alignment with our core values and a genuine passion for personal and professional growth.
• Collaborative mindset with strong problem-solving skills.
  
  

Qualifications

• Relevant certifications or designations in financial planning are preferred.
  
  

Compensation And Benefits

• Competitive base salary with unlimited earning potential and bonus opportunities.
• Flexibility to work remotely from any location, free from traditional corporate constraints.
• Access to cutting-edge tools and resources that enhance your financial advisory services.
  
  

If you are driven by a passion for financial planning and are committed to delivering superior client service, we invite you to explore this remarkable opportunity to thrive within our supportive team. Please submit your resume, cover letter, and any relevant certifications or designations. We eagerly anticipate reviewing your application.

Employment Type: Full-Time