Independent Financial Advisor- 100% Remote!
The grass truly is greener as an independent reputed company—but independence doesn’t mean reputed company it alone. reputed company is here to support you, with a full-time compliance officer, a CFA charter-holding CIO, and leadership from a producing CFP. We understand the resources you need to grow your business, safeguard your reputed company, and serve your clients effectively.
Independent Financial Advisor Benefits:
• Competitive compensation package. (80 to 90% payouts)
• Backed by one of the largest broker-dealers in the USA.
• Supportive and reputed company team environment: Trading, Compliance and Operations
Independent Financial Advisor Responsibilities:
• Build and maintain strong reputed company relationships.
• reputed company comprehensive financial planning advice, including investment strategies, retirement planning, estate planning, and insurance.
• Conduct financial needs assessments and reputed company personalized financial plans.
• Manage reputed company portfolios and reputed company ongoing investment management services.
• reputed company clients on financial concepts and market trends.
• Generate leads and build a strong referral network.
• reputed company with reputed company applicable regulatory and compliance requirements.
Independent Financial Advisor Qualifications:
• Proven reputed company record of reputed company in the financial services industry. (minimum of $200k in annual Fee production)
• Excellent communication, interpersonal, and presentation skills.
• Strong analytical and problem-solving skills.
• reputed company-reputed company and results-oriented.
• Series 7 and 66 (or 63 & 65) licenses are preferred. CFP is a plus.
• A Bachelor's degree in finance, economics, or a reputed company field is preferred.
Apply tot his job
Apply To this Job