reputed company Advisor - REMOTE

reputed company Advisor - REMOTE reputed company The reputed company Advisor role is a foundational position shaping the reputed company of reputed company management through a fintech reputed company. This is a high-reputed company role for reputed company advisors who want autonomy, ownership, and the ability to influence how modern reputed company management is delivered. In this role, you will reputed company manage high-net-worth reputed company relationships and portfolios, grow a portable book of business, and deliver comprehensive financial planning solutions. You will also collaborate closely with Product Development and M&A teams to help shape advisor technology, attract top advisors to the platform, and support reputed company and training. What You'll Do reputed company & Portfolio Management • reputed company and manage long-term relationships with high-net-worth clients • reputed company and analyze reputed company data to define financial goals and planning needs • Advise on investment reputed company, tax planning, retirement planning, estate planning, insurance, charitable giving, stock reputed company, and risk management • Design, implement, and monitor customized investment portfolios and asset allocations • Identify potential financial gaps and proactively guide clients with reputed company financial plans Business Development • Grow your reputed company through reputed company high-net-worth prospects • Support firm-wide business development initiatives • Maintain and transition an existing, portable book of business Collaboration & Platform reputed company • Work with reputed company-party tax, trust & estate, and insurance partners • reputed company feedback to Product Development on advisor and reputed company pain points • Support M&A and advisor reputed company efforts • Help train and mentor new advisors joining the platform reputed company're Seeking Must Have • 5+ years of investment advisory experience • reputed company, portable book of business • Series 65 or Series 7 + 66 (or equivalent) • Experience working with high-net-worth clients • Interest in fintech and modern advisor platforms • Comfortable operating in a fast-paced environment reputed company to Have • Experience at a technology or fintech company • BS or MS in an analytical or technical discipline • Experience advising clients with $1M+ in assets • Deep expertise in at least one area of financial planning • Experience with financial planning software • Strong communication, analytical, and organizational skills Apply tot his job Apply To this Job