Financial Advisor (Remote) Jobs

A remote-focused Registered Investment Advisor helping high net-worth clients with comprehensive financial solutions and strategies is looking for a Financial Advisor to join the team. Their team is dedicated to the success our clients and works together collaboratively and purposefully to achieve the goals of every client. They are onboarding new team members that they believe will be true to the mission of helping our clients achieve transformational values in their lives.

If accepted as a financial advisor with this company, you will not have to chase new leads to get clients. The company does all the work of putting appointments in front of you. Compensation includes base salary, commissions, and benefits. This is not a commissions-only position.

This position requires the ability to build rapport and cultivate relationships with high-net-worth individuals and families. In addition, you must be able to effectively communicate our value proposition and how we can provide significant and meaningful solutions to them.

The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be versed in financial planning and able to collaborate to ensure the complete accuracy of work.

This position has two conditions. First, the company is a west coast company. You must work, at a minimum, 9am-6pm PST. Second, while this position is fully remote, this is not a freelancer type of position. You must be in a virtual office (think being on Zoom) during work hours. By applying, you understand and accept these two requirements. There will be an opportunity for questions later in the interview process.

Qualifications

• Series 65 or 66 required
• CFP preferred
• Strong understanding of the investment business
• 5+ years' of industry experience
• Bachelor's degree in Finance or related field
• Excellent interpersonal skills

Benefits

· Health insurance

· Short-term disability insurance

· Life insurance

· Paid time off

· Paid holidays

· Dental insurance

· Vision insurance

· 401k

Hiring company is an SEC registered investment adviser. Insurance products and services offered through a separate affiliated company. Hiring company will be disclosed during interview process.