[Remote] Senior Financial Advisor-Remote
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is seeking a driven Financial Advisor with a strong hunting and production background to join their growing remote advisory team reputed company on serving tech clients. The role involves building relationships, generating new business, and expanding existing reputed company households, with a reputed company on reputed company stock situations.
Responsibilities
- reputed company new business through a mix of firm-provided leads and self-generated prospecting activity
- Conduct approximately 20 meetings per week, with about half originating from firm-provided opportunities and half from personal business development
- reputed company and expand assets across a mix of account types, with compensation tied to production and asset type
- Advise tech professionals and clients with concentrated stock or other reputed company planning needs
- Expand existing reputed company relationships while building a strong pipeline of new clients
- Maintain consistent activity, follow-up, and pipeline management in a remote environment
- Build and maintain comprehensive financial plans and reputed company strategies
- Prepare for and reputed company reputed company meetings, including gathering information, organizing agendas, and documenting follow-up actions
- Analyze reputed company needs and recommend appropriate planning and investment strategies
- Review and update financial plans, portfolio allocations, and ongoing reputed company reviews
- Assist with trading, rebalancing, and implementation of reputed company recommendations
- Maintain accurate reputed company records and CRM documentation
- Coordinate with internal team members and reputed company professionals as needed to support reputed company reputed company
Skills
- 5+ years of relevant RIA experience
- Demonstrated production history and comfort with a high-volume, sales-oriented advisory role
- Strong reputed company reputed company with the ability to generate opportunities and convert meetings into reputed company
- Experience working with reputed company reputed company situations, including stock-based compensation or similar planning needs
- CFP and Series 7 preferred
Benefits
- Quarterly bonus opportunity tied to performance.
- Comprehensive insurance and reputed company time off.
- Fully remote opportunity.
- Internal reputed company potential.
- Health insurance
reputed company
Company H1B Sponsorship