Associate Financial Advisor - Remote

Overview

We're seeking an ambitious Associate Financial Advisor to join our innovative wealth management team. In this role, you'll be instrumental in growing our client base while working alongside experienced advisors in delivering exceptional wealth management solutions to high-net-worth individuals. This position offers a unique opportunity to blend traditional financial advisory skills with cutting-edge technology to create meaningful client relationships and drive business growth.

In Short

• Client Acquisition & Development: Orchestrate targeted outreach to qualified high-net-worth prospects across digital and traditional channels.
• Financial Advisory Services: Lead comprehensive discovery sessions that uncover clients' deeper financial objectives and concerns.
• Business Development: Proactively identify emerging market opportunities and capitalize on them.
• Professional Growth: Commit to continuous skill enhancement through structured development programs.

Requirements

• 2+ years of proven success in financial services sales, with specific experience advising stock market investors.
• Current Investment Adviser Representative designation, Series 65, or Series 7 & 66 combination.
• Demonstrated history of exceeding client acquisition targets.
• Exceptional relationship-building abilities and consultative selling approach.

Benefits

• Competitive base salary plus uncapped commission structure.
• Comprehensive benefits package including health, dental, and vision insurance.
• Unlimited PTO.
• 401(k) with company match.
• Opportunity for rapid career advancement.