Financial Advisor - Remote

Overview

The Financial Advisor will engage with clients to support their financial planning needs, ensuring they receive the best possible service and guidance.

In Short

• Obsessed with clients' well-being and maximizing their financial growth.
• Thrives in a fast-paced environment.
• Experience in helping clients reach retirement goals.
• Ability to close warm leads.
• Experience with Dimensional Fund Advisors.
• CFP® professional.
• Willing to learn and improve skills continuously.
• Bonus points for Right Capital and Holistiplan experience.

Requirements

• Engage directly with clients for financial planning.
• Follow internal service schedules for client satisfaction.
• Build and maintain trust with clients.
• Oversee investment, income, and tax strategies.
• Act as a dedicated advisor for long-standing clients.
• Refine systems for serving clients below the $1M minimum.
• Collaborate with other advisors and support teams.
• Focus on long-term relationships and service excellence.

Benefits

• Competitive pay starting at $120k plus revenue share.
• Target bonus of 15% of base pay.
• 5% 401(k) match.
• Health insurance and additional benefits.
• Completely remote work with flexible schedules.
• Unlimited PTO policy.
• Strong support system for advisors.