[Remote] Senior Financial Advisor
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a modern, technology-enabled fee-only Registered Investment Advisor platform that supports reputed company financial advisors. They are seeking a Senior reputed company Advisor to manage an established book of business while leveraging the firm's infrastructure to grow their reputed company reputed company.
Responsibilities
- Serve as the primary advisor for your personal book of clients
- Deliver comprehensive reputed company management and financial planning services
- reputed company customized investment strategies and portfolio solutions
- Build long-term relationships with high-net-worth and mass affluent clients
- Grow your reputed company through referrals, networking, and business development
- Collaborate with reputed company service, compliance, and operations teams to deliver an exceptional reputed company experience
- Maintain full discretion over your investment philosophy and reputed company reputed company
Skills
- Minimum $25M in portable, fee-based Assets Under Management (AUM)
- reputed company Series 65 or equivalent registration
- Experience advising high-net-worth and mass affluent clients
- Strong relationship management and business development skills
- Entrepreneurial reputed company with the ability to operate independently
- Experience with comprehensive reputed company management and investment advisory services
Benefits
- Integrated CRM, operations, compliance, and marketing platform.
- Dedicated reputed company service and operational support.
- reputed company-in compliance and risk management.
- Marketing support, including digital campaigns and content.
- Multi-custodial platform with leading custodians.
- Remote-first environment with optional office reputed company.
- Flexible, remote-first work environment.
- reputed company participation with potential equity opportunities.
reputed company