Job Description

Company Overview:

Are you ready to take control of your financial advisory career? If you're tired of sharing the majority of your hard-earned commissions, you're not alone.

We are a fee-only financial firm committed to helping clients achieve their financial goals. As we expand our presence nationwide, we're looking for dedicated advisors who share our vision. Our team consists of professionals who wanted to break free from the daily grind and the constraints of traditional brokerage houses. We believe in delivering value to our clients, whether from the comfort of home or anywhere in the world!

Join us and enjoy a supportive environment where you can retain more of your commissions. Here, you're not just a number—you and your clients truly matter. Contact us today to discover how you can work flexibly and build your business on your terms!

Position Overview:

As a Remote Financial Advisor, you will provide expert financial guidance to clients, helping them navigate their financial journeys. This role is perfect for advisors seeking more autonomy, competitive commission payouts, and the ability to work from home. You will thrive in our collaborative environment, equipped with all the resources necessary to grow your practice.

Key Responsibilities:

Offer comprehensive financial planning and investment advice tailored to each client.
Build and nurture client relationships through regular communication and portfolio reviews.
Develop customized financial strategies that align with individual client needs.
Utilize provided marketing and TAMP services to expand your client base.
Enjoy the freedom to manage your own schedule and work independently.

Requirements:
Active Series 65 or 66 and Series 7 licenses.
Proven experience in financial advising, wealth management, or investment planning.
Self-motivated with a strong drive for personal and client success.
Reliable internet connection for remote work.
High integrity and commitment to delivering exceptional client service.
Benefits:

A.I.-driven marketing to help you rapidly scale your business!
Fully remote position—work from anywhere.
Competitive commission payout structure.
Access to marketing, TAMP services, Broker-Dealer, and insurance resources.
Flexibility to manage your schedule and grow your client base.
If you're looking for greater autonomy and the potential for higher earnings, we invite you to apply now and take the next step in your financial advising career!
Employment Type: Full-Time
Salary: $ 75,000.00 175,000.00 Per Year

Job Tags

Full time, Remote job,

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