- Experience
- 3+ yrs
- Salary
- USD 65,000 – USD 130,000 / year
- Openings
- 1
- Posted
- 3 weeks ago
- Work mode
- Work from home
- Resume
- Required to apply
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Job description
Role Overview
We are seeking a dedicated Personal Financial Advisor to provide individualized financial guidance for clients, helping them develop comprehensive plans covering investments, retirement, taxation, and estate management. This full-time remote position offers a competitive salary aligned with experience, plus benefits.
Key Responsibilities
- Develop detailed financial strategies customized to client goals across various domains including investments, retirement, tax, and estate planning.
- Advise on and implement personalized financial approaches.
- Conduct annual portfolio reviews and make ongoing adjustments for optimal management.
- Expand client base through referrals and proactive client engagement.
- Ensure adherence to fiduciary duties, regulatory standards, and transparent disclosures.
- Maintain thorough documentation of client meetings and recommendations.
Qualifications and Skills
- Possess an active Series 7 and Series 65 or 66 license, or its equivalent.
- Have a minimum of three years' experience in personal financial advising or wealth management.
- CFP certification is highly preferred.
- Demonstrate strong analytical and financial planning capabilities.
- Exhibit excellent communication skills and professional client interactions.
- Proven success in asset under management growth and nurturing long-term client relationships.
Desired Attributes
- Ability to discern subtle financial data anomalies via sharp analytical thinking.
- Skilled in articulating complex numerical insights clearly in written communication.
- High meticulousness with precision under tight deadlines.
- Comfortable working asynchronously with clients and teams across various time zones.
Benefits
- Fully remote work environment with adjustable work hours.
- A bonus structure linked to performance outcomes.
- Annual stipend for learning and professional development.
- Health and wellness benefits tailored to location.
- Chance to contribute to impactful, large-scale financial projects.
Equal Opportunity
This position is committed to equal opportunity employment. All qualified applicants will be considered regardless of race, ethnicity, gender identity, sexual orientation, age, religion, disability, or any other legally protected status. Employment decisions are based solely on abilities and qualifications.