Financial Advisor - Remote

Overview

The Motley Fool is a purpose-driven financial information and services firm focused on making the world smarter, happier, and richer. The Wealth Management team helps manage clients’ investments and provides personalized advice.

In Short

• Role involves being a fiduciary advisor, sales, and client service.
• Prospect meetings are virtual by default.
• Focus on individual stock picking strategies.
• Collaborate with a team of advisors.
• Deepen relationships with high-net-worth clients.
• Maintain a sales rhythm with inbound and outbound efforts.
• Embrace metrics that drive business results.
• Provide sound financial advice at all client levels.
• Build strong relationships with internal teams.
• Self-starter with a strong desire to achieve results.

Requirements

• 3+ years of experience as a fiduciary financial advisor.
• Ability to listen and overcome objections.
• Self-motivated with a strong desire to achieve results.
• Adaptability and a proactive mindset.

Benefits

• Flexible, remote work environment.
• No vacation policy.
• Generous fully-paid parental leave.
• $1,000 annually to invest in stocks.
• Low premiums for medical, dental, and vision coverage.
• Comprehensive compensation package, including equity.