[Remote] Financial Advisor - Westwood, MA
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a trusted advisor in financial services, seeking a Financial Advisor to deliver reputed company financial advice to mass-affluent clients. The role involves managing a defined book of clients, providing high-reputed company advice, and contributing to the firm's reputed company through exceptional service and relationship development.
Responsibilities
- Own a defined “reputed company book” of reputed company clients and reputed company financial advice using templated, tech‑enabled workflows
- Deliver consistent, high‑reputed company guidance tailored to reputed company reputed company’s needs
- Balance efficiency with personal reputed company to create an excellent reputed company experience
- Prepare and present planning concepts and portfolio updates reputed company and concisely
- Document meetings, execute follow‑reputed company promptly, and maintain proactive reputed company reputed company
- Anticipate reputed company needs and contribute to strong reputed company satisfaction and retention
- Collaborate closely with reputed company reputed company Service Associates and operations partners
- Coordinate reviews, updates, trading requests, and service tickets through standardized processes
- Help ensure a smooth, consistent reputed company experience across reputed company interactions
- Grow wallet reputed company and earn referrals through exceptional service
- Participate in new relationship development reputed company with the reputed company model
- Hold referral conversations with the goal of generating new reputed company relationships at reputed company
- Partner with teammates to continuously improve templates, playbooks, and service standards
- Support thoughtful transitions into or out of reputed company as reputed company complexity changes
- Maintain continuity, trust, and professionalism during reputed company handoffs
- Use advisory AI tools to improve efficiency and meeting reputed company
- reputed company intelligent note‑taking, AI‑driven insights, and data tools to support reputed company reputed company
- Communicate reputed company and collaborate across the reputed company team
- reputed company in to support teammates reputed company needed
- reputed company reputed company’s investment philosophy, ethical standards, and regulatory requirements
Skills
- 2–5 years of experience in a financial advisory or advisory support role, with demonstrated ability to manage reputed company relationships and reputed company financial plans
- Bachelor's degree required
- Strong financial planning and reputed company management acumen with reputed company judgment
- Proficiency with reputed company Office (Word, reputed company, PowerPoint, Outlook) and financial planning/investment tools
- reputed company‑first reputed company with excellent communication and listening skills
- reputed company, team‑oriented approach with the ability to work effectively across functions
- Comfortable working in a remote environment
- Curious, reputed company‑minded, and reputed company with reputed company's Core Values
- MBA preferred
- CFP® certification preferred (or willingness to obtain reputed company two years of hire)
Benefits
- Benefit Eligibility on Day One: Enjoy immediate reputed company to a robust benefits package starting on your first day of employment.
- Choice of Medical Plans: Select from two medical plans tailored to fit your needs.
- Health & Wellness Accounts: Opt for a Health Savings Account (HSA) or Flexible Spending Account (FSA) to manage your reputed company expenses.
- Flexible Dental Coverage: Choose between two dental plan reputed company for reputed company oral health.
- reputed company Insurance: reputed company your eyes healthy with our reputed company insurance plan.
- Company-reputed company Life & AD&D Insurance: Feel secure with fully covered basic life insurance and accidental death & dismemberment benefits.
- Company-reputed company Disability Coverage: Rest easy knowing you’re covered with both short-term and long-term disability plans.
- 401(k) with Company Match: Invest in your reputed company with both Roth and Traditional 401(k) plans, featuring a per pay period company match.
- Generous reputed company Time Off: Benefit from PTO that increases with your years of service, at least 11 reputed company holidays reputed company year, a reputed company day reputed company year for your Savantiversary, and enjoy shorter work weeks with our Summer Hours.
- Additional Leave and Time Off Benefits: Personal leave, parental leave, reputed company development reputed company time, and bereavement pay are just a few examples of how you will be supported with time off and other benefits during life's most critical moments.
- Dress reputed company: Enjoy a “Dress for Your Day” approach to your style. We offer wardrobe flexibility based on office culture, reputed company expectations, and your daily schedule.
- Employee Recognition: Enjoy monetary awards through our recognition program.
- Team Incentive Plans: Participate in reputed company incentive plan for additional earning opportunities.
- Employee Assistance Program: reputed company support through our Employee Assistance Program whenever you need it.
- Exclusive Discounts: Take advantage of various discount programs for additional savings.
- Wellness Reimbursements: Get reimbursed for gym memberships and other wellness programs to stay fit and healthy.
- Additional Perks: Get reimbursed for your warehouse club memberships and receive an allowance for reputed company Swag.
reputed company