Finance and Accounting

FINANCIAL ADVISOR 

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JOB TITLE:

FINANCIAL ADVISOR 

LOCATION:

Remote

SPECIALIZATION:

Finance and Accounting

JOB TYPE:

Permanent

JOB DESCRIPTION:

My client is looking for a remote Financial Advisor. The ideal candidate will make an impact in the lives of my client's firm. Incumbent will help clients reach their financial goals, staying with them over time and evolving their plans as their needs change.


Responsibilities

Building and managing client relationships by offering personalized, industry-leading solutions to help them protect what they've worked so hard to achieve while also growing their assets for the future;

Establishing a book of business through organic, sustainable client-focused growth, managing client communication and relationships, and retaining client business;

Integrating into my client's firm of 70+ advisors throughout their five offices across the country and leveraging the strength of our team to address individual client concerns and needs;

Growing your skillsets and knowledge by utilizing our industry-leading training and development programs to hit your own career goals;


Qualifications

BA or BS degree from a four-year institution or 4+ years of military experience

Entrepreneurial ambitions

Strong interpersonal skills

Self-motivated

Track record of personal success

Honest, ethical, and a strong sense of morality

Good communication skills

Enjoys working in a fast-paced, highly productive, value-driven environment


Benefits

Dental Insurance

Flexible schedule

Flexible spending account

Health insurance

Life insurance

Parental leave

Vision insurance

Schedule

Monday to Friday


Supplemental pay types

Bonus pay

Commission pay


Diversity and Inclusion

As an equal opportunity employer, we are committed to building an inclusive environment where you can be you. We don't discriminate based on gender identity or expression, sexual orientation, race, religion, age, national origin, citizenship, disability, pregnancy status, veteran status, or other differences.


Sponsorship/ Work Authorization

Applicants must be authorized to work for any employer in the U.S. We cannot sponsor or take over sponsorship or an employment visa.

JOB TITLE:

FINANCIAL ADVISOR 

LOCATION:

Remote

SPECIALIZATION:

Finance and Accounting

JOB TYPE:

Permanent

JOB DESCRIPTION:

My client is looking for a remote Financial Advisor. The ideal candidate will make an impact in the lives of my client's firm. Incumbent will help clients reach their financial goals, staying with them over time and evolving their plans as their needs change.


Responsibilities

Building and managing client relationships by offering personalized, industry-leading solutions to help them protect what they've worked so hard to achieve while also growing their assets for the future;

Establishing a book of business through organic, sustainable client-focused growth, managing client communication and relationships, and retaining client business;

Integrating into my client's firm of 70+ advisors throughout their five offices across the country and leveraging the strength of our team to address individual client concerns and needs;

Growing your skillsets and knowledge by utilizing our industry-leading training and development programs to hit your own career goals;


Qualifications

BA or BS degree from a four-year institution or 4+ years of military experience

Entrepreneurial ambitions

Strong interpersonal skills

Self-motivated

Track record of personal success

Honest, ethical, and a strong sense of morality

Good communication skills

Enjoys working in a fast-paced, highly productive, value-driven environment


Benefits

Dental Insurance

Flexible schedule

Flexible spending account

Health insurance

Life insurance

Parental leave

Vision insurance

Schedule

Monday to Friday


Supplemental pay types

Bonus pay

Commission pay


Diversity and Inclusion

As an equal opportunity employer, we are committed to building an inclusive environment where you can be you. We don't discriminate based on gender identity or expression, sexual orientation, race, religion, age, national origin, citizenship, disability, pregnancy status, veteran status, or other differences.


Sponsorship/ Work Authorization

Applicants must be authorized to work for any employer in the U.S. We cannot sponsor or take over sponsorship or an employment visa.

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