Financial Advisor - Remote

Overview

This position seeks a dedicated Financial Advisor who is passionate about client well-being and maximizing their financial potential.

In Short

• Obsessed with client well-being and maximizing their financial efforts.
• Thrives in a fast-paced environment.
• Experience in helping clients achieve retirement goals.
• Ability to close warm leads on your calendar.
• Experience with Dimensional Fund Advisors.
• Certified Financial Planner designation required.
• Willing to learn and improve skills for client service.
• Bonus points for experience with Right Capital and Holistiplan.

Requirements

• Engage directly with clients for financial planning needs.
• Follow internal service schedules to enhance client experience.
• Earn clients’ trust through relentless effort.
• Oversee client investment, income, and tax strategies.

Benefits

• Competitive pay starting at $120k with potential to exceed $400k.
• Target bonus of 25% of base pay.
• Contribution to Long-Term Incentive Plan based on firm growth.
• 5% 401(k) match.
• Health insurance coverage.
• Vision, dental, long-term disability, life insurance included.
• Completely remote work and flexible schedules offered.
• Unlimited PTO Policy.