Remote Financial Advisor Associate - Virtual | WFH

Job Overview

We invite you to become part of a prestigious financial planning firm that is revolutionizing the advisory landscape. With a robust portfolio managing over $350 million in assets, our commitment lies in making significant contributions to the lives of both our clients and team members. By 2023, we aspire to provide outstanding financial guidance to approximately 4,000 families, enhancing their financial well-being.

Key Responsibilities

• Collaborate seamlessly within our innovative Diamond Team framework to deliver exceptional service to existing clients.
• Conduct proactive outreach, making regular service calls to your designated client base under the guidance of a lead advisor.
• Work in tandem with senior advisors to address client inquiries and resolve concerns promptly.
• Prepare essential documentation, including meeting notes and follow-up actions, while adeptly managing our CRM system.
• Focus on specialized areas of expertise to maximize value for clients.
• Actively participate in team growth by identifying and referring potential opportunities to the appropriate team members.
• Stay current on industry developments and regulations to continually enhance your advisory skills.
• Collaborate with the team to refine service offerings and elevate client experiences.
  
  

Required Skills

• Minimum of 2 years of experience as a financial advisor.
• Comprehensive knowledge of financial planning and investment strategies.
• Exceptional communication skills with a strong attention to detail.
• Proficient in navigating a technology-driven virtual work environment.
• A collaborative mindset paired with effective problem-solving abilities.
• Alignment with our core values and a commitment to personal and professional growth.
  
  

Qualifications

• A bachelor's degree in Finance, Business Administration, or a related discipline.
• Financial Planning or Investment Certifications are preferred.
  
  

Career Growth Opportunities

Join us to experience a structured growth model that minimizes the pressure of lead generation. Our firm provides clear pathways for career advancement, enhancing advisor productivity through specialized client segmentation and ongoing professional development initiatives.

Company Culture and Values

We are proud of our unique Diamond Team approach that fosters collaboration and specialization, akin to a baseball diamond. Our core values include resilience, dedication to serving our clients, collaborative support, and a relentless pursuit of excellence, creating a nurturing environment for all team members.

Compensation And Benefits

• Competitive base salary with limitless earning potential and performance-based bonuses.
• Opportunities for professional development and training to elevate your advisory expertise.
• Flexible remote working arrangements, freeing you from traditional office constraints.
• Engagement in collaborative team meetings that shape our firm's strategic direction.
  
  

Why Join Us?

At our firm, you will not only contribute to the success of our clients but also thrive in a supportive and dynamic team environment. If you are ready to elevate your career in financial advising, we encourage you to apply.

Employment Type: Full-Time