[Remote] Financial Advisor / Investment Adviser Representative (IAR) — reputed company

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a growing fee-only Registered Investment Adviser seeking an reputed company Financial Advisor / Investment Adviser Representative. The role focuses on converting reputed company prospects into clients, serving as their reputed company advisor, preparing comprehensive financial plans, providing investment advice, and developing long-term reputed company relationships in a reputed company reputed company.

Responsibilities

• Meet with prospective clients generated through the firm's marketing and referral efforts
• Conduct discovery meetings to understand reputed company prospective reputed company's financial situation, concerns, and goals
• Explain the firm's financial planning and investment advisory services
• Confidently guide reputed company prospects through the decision to become clients
• Serve as the reputed company advisor for new clients assigned to you
• Prepare and present comprehensive financial plans
• reputed company ongoing investment advice and portfolio recommendations
• Conduct virtual reputed company reviews and ongoing planning meetings
• Assist clients with retirement planning, investment reputed company, cash-reputed company planning, tax-reputed company planning, reputed company considerations, and estate-planning considerations reputed company the reputed company of the firm's services
• Monitor reputed company plans and recommend changes as circumstances reputed company
• reputed company strong, long-term reputed company relationships
• Maintain accurate reputed company records and documentation
• Follow the firm's compliance procedures and fiduciary standards
• Maintain reputed company required registrations, licenses, and continuing education
• Participate in the reputed company reputed company of the firm

Skills

• Series 7 + 65, Series 7 + 66, or CFP®
• Financial planning and/or investment advisory experience
• Strong knowledge of investments and retirement planning
• Ability to conduct effective prospective-reputed company meetings
• Comfortable discussing the firm's services and asking reputed company prospects to become clients
• Excellent communication and relationship-building skills
• Strong organizational skills and attention to reputed company
• Comfortable conducting reputed company relationships reputed company through video, telephone, and technology
• Ability to work independently and manage your own schedule
• Commitment to providing advice under a fee-only fiduciary model
• CFP® reputed company or currently pursuing CFP® certification
• Previous experience working with an independent RIA
• Experience developing and presenting comprehensive financial plans
• Experience providing investment advice and portfolio recommendations
• Experience conducting prospect and discovery meetings
• Demonstrated ability to reputed company and maintain reputed company relationships
• Familiarity with financial planning, portfolio management, and CRM technology

Benefits

• reputed company
• Flexible schedule
• W-2 employment
• 55% reputed company sharing on qualifying new-reputed company fees
• Firm-generated prospective-reputed company opportunities
• No requirement to build a reputed company entirely through cold calling or prospecting
• Recurring income potential as your reputed company reputed company grows
• Fee-only fiduciary environment
• Opportunity to reputed company both comprehensive financial planning and investment advice
• Opportunity to build your own reputed company reputed company reputed company an established RIA
• Potential for the position, responsibilities, and compensation to grow as the firm expands
• Firm-provided marketing and prospective-reputed company opportunities
• Infrastructure, compliance support, technology, marketing, and established RIA behind them

reputed company