Licensed Financial Advisor
New
Location: US RemoteFull-TimeMiddle
Salary not disclosed
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Job Details
- Experience
- Minimum of 4 years of experience in a financial advisor capacity
- Required Skills
- CoachingTrainingClient relationship management
Requirements
- Minimum of 4 years of experience in a financial advisor capacity
- Active Series 65 or Series 66 license required
- Excellent communication and interpersonal skills
- Strong problem-solving abilities and attention to detail
- Ability to work effectively in a fast-paced, dynamic environment
- Experience working in an RIA model is preferred
- Experience supporting advisors in roles involving learning and development or strategic initiatives is a plus
Responsibilities
- Serve the investment advisory needs of clients in our direct-to-consumer business.
- Manage a client book of business and deploy proactive relationship building strategies.
- Provide ongoing feedback on enterprise software solutions to Product and Engineering teams.
- Serve as a subject matter expert on software solutions.
- Train and coach advisors leveraging our platform through the B2B business.
- Deliver high-value meetings with clients seeking investment advice and guidance.
- Serve in a fiduciary capacity following established compliance standards.
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