Financial Advisor (Partner Programs) - Remote

Overview

The Financial Advisor (Partner Programs) role focuses on managing client relationships and facilitating the financial planning process to help clients achieve their financial goals while providing excellent service.

In Short

• Manage client relationships and assist with complex clients.
• Facilitate the financial planning process.
• Conduct annual reviews, covering planning and investment topics.
• Assist in closing prospective clients and leads.
• Drive referrals from existing clients.
• Analyze clients’ investments and insurance policies.
• Participate in training and educational events.
• Maintain compliance with corporate communication strategies.
• Proficient in advisor/client facing technology.
• Local travel to meet clients as needed.

Requirements

• Bachelor's Degree in business, finance, economics or related field.
• Minimum 2 years as a registered representative with Series 65 or 7/66.
• 5 years’ experience as a registered representative or equivalent.
• Advanced designation (CFA, CFP, CPA) preferred.
• Experience with complex financial planning.
• Excellent analytical and communication skills.
• Ability to manage multiple projects.
• Proficient with Microsoft Office Suite.
• Familiarity with Salesforce.
• Able to travel locally.

Benefits

• Training and professional development opportunities.
• Medical, dental, and vision coverage.
• Health Savings Account (HSA) with employer contribution.
• Life and AD&D insurance options.
• 401k with match and profit sharing.
• 18 days of paid time off (PTO) accrued annually.
• Paid parental and caregiver leave.
• Tuition and licensing reimbursement available.
• Wellness programs and resources.
• Voluntary benefits including pet insurance.