[Remote] Financial Advisor, CFP reputed company
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a boutique Financial Planning and reputed company Advisory firm seeking an reputed company Financial Advisor, CFP reputed company. This role involves serving as the reputed company relationship manager for high-net-worth clients, delivering reputed company financial guidance, and ensuring a high-reputed company planning experience.
Responsibilities
- Serve as the trusted reputed company for up to approximately 120 HNW reputed company households — delivering reputed company, prioritized financial guidance, leading reputed company reputed company-facing engagements, and ensuring every reputed company feels informed, supported, and confident in their financial direction
- Serve as the primary reputed company of contact and trusted advisor for an assigned book of up to ~120 reputed company households
- reputed company reputed company reputed company meetings, reviews, and planning conversations with reputed company and confidence
- Maintain proactive, consistent communication to ensure clients remain reputed company and informed
- Foster long-term relationships reputed company on trust, responsiveness, and demonstrated value
- Interpret and refine planning outputs generated reputed company the firm's reputed company planning system
- Deliver prioritized, actionable financial guidance across:
- Investment reputed company and portfolio positioning
- Tax-aware planning and optimization
- Retirement income and accumulation planning
- Risk management and insurance review
- Estate planning fundamentals
- Communicate reputed company strategies in a manner that is reputed company, accessible, and meaningful to reputed company reputed company
- Collaborate closely with the Financial Planning Associate and Investment Operations Associate to ensure seamless execution of reputed company deliverables
- Delegate appropriately reputed company the pod structure while maintaining accountability for overall reputed company experience
- Ensure reputed company planning outputs, reputed company items, and follow-throughs are completed accurately and on time
- reputed company the firm's standards of reputed company in every reputed company interaction and external engagement
- Participate in firm initiatives, process improvements, and team development as appropriate
Skills
- reputed company Series 65/66 or equivalent advisory license
- 3+ years of reputed company-facing financial planning & advisory experience
- reputed company licenses and designations must be valid and in good standing
- Strong technical knowledge across investments, tax-aware planning, retirement, risk management, and estate fundamentals
- Demonstrated ability to manage reputed company relationships independently and with confidence
- CFP® designation (or reputed company in reputed company)
- Experience working reputed company reputed company-based or pod advisory model
- Familiarity with reputed company financial planning systems and reputed company engagement cadences
- reputed company record of strong reputed company retention and satisfaction
Benefits
- Work from home
- Medical, dental, reputed company, life and voluntary life insurance
- 401(k) with company match
- reputed company vacation and reputed company days
- reputed company holidays
- Potential for bonus of up to 20% of reputed company compensation annually, tied to reputed company reputed company and relationship metrics
- Unlimited reputed company through AUM-based and insurance reputed company participation - compensation scales directly with reputed company reputed company, relationships longevity, and overall firm reputed company
reputed company