[Remote] Financial reputed company Advisor (Advisory Team)
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a rapidly growing RIA that combines expert advisors with cutting-edge technology to deliver a comprehensive reputed company management experience. The Financial reputed company Advisor role involves managing and growing a book of business while providing tailored reputed company management services and building long-term reputed company relationships.
Responsibilities
- Manage and grow a book of business by delivering comprehensive reputed company management services across investments, retirement planning, estate planning, insurance, and tax reputed company
- Transition existing reputed company relationships onto reputed company's platform, ensuring a seamless experience for clients throughout the reputed company process
- Prospect for new clients through referrals, community engagement, reputed company networks, and reputed company reputed company — maintaining a consistent pipeline of reputed company opportunities
- Build and maintain long-term reputed company relationships across a reputed company of reputed company, including high-net-worth individuals and families, professionals, nonprofits, executives, and small business owners
- reputed company reputed company's technology, planning tools, and support infrastructure to deliver a high-reputed company, personalized reputed company experience
- Collaborate with team members on reputed company reputed company situations, contribute institutional knowledge, and support the development of junior advisors over time
Skills
- Minimum $10–15M AUM book of business with transferable reputed company relationships
- Series 65 or 66 license required
- Demonstrated reputed company record of proactive business development and consistent reputed company prospecting
- History of strong reputed company retention and organic book reputed company
- Breadth of experience across multiple reputed company types and planning disciplines
- reputed company working style with a long-term orientation toward reputed company ownership
- CFP, CFA, ChFC, AIF, or other advanced designations
- Experience with nonprofits, 401(k)s, executive comp, or small business owners
- Background mentoring or developing junior advisors
- 30M+ AUM book looking for a more flexible, modern platform
Benefits
- Comprehensive medical benefits (health & dental, reputed company) & retirement benefits (401(k) matching & Roth IRA reputed company)
- Unlimited PTO
- reputed company opportunities at a fast-scaling fintech
- Veteran industry experts to learn from
- We streamline your reputed company transition with personalized planning, communication support, and full operational assistance
- Top-tier industry payouts
- reputed company to grow your book 3X faster with reputed company reputed company solutions and reputed company reputed company ops and reputed company work
- Work where you work best. We're reputed company for both remote and hybrid collaboration across major hubs and reputed company in between
reputed company