Remote Associate Financial Advisor | WFH

Job Overview

Join our dynamic financial planning firm as a Virtual Associate Financial Advisor, where your passion for helping clients will thrive within a collaborative and team-oriented environment. This is a unique opportunity to contribute to the financial well-being of hardworking families while being part of an esteemed organization managing over $350 million in assets.

Key Responsibilities

• Forge and nurture meaningful relationships with assigned clients, delivering proactive communication and support.
• Conduct service and intake calls while identifying opportunities for lead advisors to enhance client loyalty and satisfaction.
• Collaborate closely with lead and senior advisors to address client inquiries and fulfill their needs.
• Take ownership of tasks, including the preparation of client documentation, updating client notes, and managing CRM data.
• Stay abreast of industry trends, regulations, and best practices to provide exceptional service and advice to clients.
  
  

Required Skills

• Minimum of 2 years of experience as a financial advisor.
• Strong knowledge of financial planning and investment strategies.
• Exceptional communication skills with a keen attention to detail.
• Proficient in technology and comfortable in a virtual working environment.
• A strong alignment with the organization's core values, including resilience, dedication to client service, teamwork, and a commitment to excellence.
• A collaborative mindset with a focus on problem-solving and personal growth.
  
  

Qualifications

• A Bachelor's degree in Finance, Business, or a related field is preferred.
• Proven experience as a financial advisor, with a desire for ongoing professional development and career advancement.
  
  

Career Growth Opportunities

As part of our organization, you will benefit from a structured growth model that fosters professional development without the pressure of self-sourcing leads. You will have access to ongoing training and a clear pathway for career advancement within a supportive, specialization-driven environment.

Company Culture and Values

Our firm is built on a foundation of core values that emphasize resilience, exceptional service, collaboration, and continuous improvement. We prioritize a supportive team culture that encourages meaningful relationships and shared success among our advisors.

Networking and Professional Opportunities

This role offers the chance to engage in active networking, collaborate with experienced advisors, and contribute to the firm's direction through participation in team meetings.

Compensation And Benefits

• Competitive compensation with a base salary and unlimited earning potential.
• Bonus opportunities based on performance.
• Access to advanced technology and resources to enhance your advisory capabilities.
• Flexibility to work remotely from any location.
• Ongoing professional training and development to support your career trajectory.
  
  

If you are eager to make a positive impact alongside a dedicated team, we invite you to apply and become part of our mission to serve and uplift families!

Employment Type: Full-Time