Remote Associate Financial Advisor | Work from Home

Job Overview

Join our esteemed private wealth advisory firm as an Associate Financial Advisor, a pivotal role designed for an experienced financial professional passionate about fostering client relationships. This position provides the flexibility of a hybrid work model, empowering you to thrive in both remote and in-office environments.

Key Responsibilities

• Client Relationship Management: Cultivate and maintain robust client relationships by delivering outstanding service and attending to their financial needs. Collaborate closely with clients to grasp their goals and aspirations.
• Meeting Preparation and Follow-Up: Assist in organizing documentation for client meetings, ensuring comprehensive preparation. Conduct thorough follow-ups post-meetings to address any outstanding inquiries or concerns.
• Financial Planning and Investment Recommendations: Work with our advisory team to design holistic financial plans tailored to each client's specific circumstances. Offer well-researched investment advice that aligns with their objectives.
• Trades and Transactions: Execute trades and transactions with precision and timeliness. Stay abreast of market trends and investment opportunities to provide informed guidance to clients.
• Deepening Client Relationships: Actively engage with clients to enhance relationships, understand their evolving needs, and introduce additional services as appropriate.
• Prospecting and Marketing: Leverage your network and connections to build a substantial book of business through referrals.
  
  

Required Skills

• Exceptional interpersonal and communication abilities.
• Detail-oriented with strong organizational and time management skills.
• Proven aptitude for building and nurturing client relationships.
• Proficient in financial planning and making investment recommendations.
• Solid understanding of market trends and investment strategies.
  
  

Qualifications

• Minimum of five years of experience as a financial advisor.
• Required licenses: Series 7, Series 66, and Life & Health.
• CFP designation is advantageous.
• A book of business is mandatory.
  
  

Career Growth Opportunities

This role presents a unique opportunity for you to enhance your financial advisory acumen in a supportive environment, paving the way for future career advancement within our esteemed practice.

Compensation And Benefits

• Competitive base salary starting at $70,000, commensurate with experience.
• Performance-based bonus opportunities.
• Comprehensive benefits package, including paid time off and holidays.
• Flexibility to work remotely.
  
  

How To Apply

If you meet the outlined qualifications and are eager to elevate your career with us, we invite you to submit your resume and cover letter. In your cover letter, please detail your relevant experience and articulate how you can contribute to our team's success.

Become a part of our mission to assist clients in realizing their financial aspirations while enjoying a collaborative and rewarding work environment. We look forward to welcoming a new member to our team!

Employment Type: Full-Time