Financial Advisor-Remote

Job Summary:

We are seeking a highly skilled and experienced Financial Advisor to join our team. The ideal candidate will provide personalized financial planning, investment advisory services and 401k services to a broad range of clients. You will be responsible for managing client portfolios, offering strategic advice, and ensuring that clients are on track to meet their financial goals. A deep understanding of market trends, financial regulations, and wealth management principles is required.

Key Responsibilities:

• Client Relationship Management: Develop and maintain strong relationships with clients, understanding their financial needs, goals, and risk tolerance.

• Financial Planning: Create customized financial plans tailored to the client’s long-term goals, including retirement, education funding, tax strategies, and estate planning.

• 401k Management: 

• Investment Advisory: Recommend appropriate investment products and strategies, monitor portfolios, and adjust strategies as needed to align with market conditions and client objectives.

• Risk Management: Advise clients on risk management strategies, including insurance and asset protection.

• Compliance and Regulatory Adherence: Ensure all activities comply with financial laws, regulations, and internal policies.

• Market Analysis: Stay up-to-date on market trends, economic conditions, and new financial products.

• Business Development: Identify and pursue new client opportunities, maintain existing client relationships, and actively network to grow the client base.

• Client Education: Communicate financial concepts clearly and effectively to clients to ensure they understand the recommendations being made.

 

 

o Experience: Minimum of 2+ years of experience as a Financial Advisor or in a similar role.

• Licenses and Certifications:

o Series 65 licenses required.

o Life & Health Insurance License.

 Certified Financial Planner (CFP) designation preferred.

o AIF designation preferred.

o ChFC Designation preferred.

o Education: Bachelor’s degree in Finance, Economics, Business, or a related field.

o Skills:

 Strong knowledge of investment strategies, financial planning, and wealth management.

 Exceptional communication and interpersonal skills.

 Analytical mindset with strong attention to detail.

 Proficiency with financial planning software and other relevant tools.

o Client-Centric Approach: Demonstrated ability to work in the best interest of the client, with a high level of ethics and professionalism.

Benefits:

• Pay: Payouts starting at 60% of your generated revenue, monthly payment (401k's quarterly)

• Remote: must be in USA

• Training: 

o 1-1 training

o Group training

o Weekly training