Remote Associate Financial Advisor | Work From Home

Position: Associate Financial Advisor - Remote | Work From Home

Overview

Join a distinguished private wealth advisory practice as an Associate Financial Advisor, where your expertise will be vital in nurturing and developing client relationships. This remote-friendly role provides the flexibility to work from home or in the office, catering to your professional needs while helping clients achieve their financial dreams.

Key Responsibilities

• Client Relationship Management: Foster and sustain impactful client relationships by delivering exceptional service and addressing financial aspirations. Collaborate closely with clients to gain insights into their objectives.
• Meeting Preparation and Follow-Up: Prepare necessary documentation for client meetings and ensure all materials are organized. Conduct thorough follow-ups post-meetings to address any unresolved inquiries or concerns.
• Financial Planning and Investment Recommendations: Collaborate with our advisory team to design customized financial plans that reflect each client’s unique needs. Provide well-researched investment recommendations aligning with client goals.
• Trades and Transactions: Execute trades and transactions efficiently and accurately. Keep abreast of market trends and investment opportunities to furnish clients with informed guidance.
• Deepening Client Relationships: Engage proactively with clients to enhance relationships, understand their evolving requirements, and introduce them to additional services when appropriate.
• Prospecting and Marketing: Grow your book of business by tapping into referrals and leveraging your professional network.
  
  

Required Skills

• Exceptional interpersonal and communication abilities.
• Strong attention to detail, coupled with outstanding organizational and time-management skills.
  
  

Qualifications

• A minimum of five years of experience in a financial advisory role.
• Required licenses: Series 7, Series 66, and Life & Health.
• CFP designation is advantageous.
• An established book of business is necessary.
  
  

Compensation And Benefits

• Starting base salary of $70,000, contingent upon experience.
• Opportunities for performance-based bonuses.
• Comprehensive benefits package including paid time off and holidays.
• Flexible remote work options.
  
  

How To Apply

If you meet the qualifications and are enthusiastic about taking the next step in your career, please submit your resume along with a cover letter detailing your relevant experience and how you can contribute to our team’s success.

Be part of an organization dedicated to guiding clients toward financial success within a supportive and collaborative environment. We look forward to the opportunity to welcome you to our team!

Employment Type: Full-Time