Financial Adviser (Remote)
Skills
About This Role
Overview
- **Role:**
Financial Adviser
- **Location:**
Remote
- **Employment Type:**
Compensation
Competitive salary commensurate with experience, qualifications, and location.
Indicative range:
$65,000 – $130,000 (USD equivalent), plus benefits.
Role Overview
We are hiring a Financial Adviser to guide clients on investments, retirement, insurance, and broader financial planning.
The role combines deep planning expertise with relationship building — earning client trust and growing the book.
Key Responsibilities
- Build comprehensive financial plans tailored to each client's goals
- Recommend investment, retirement, insurance, and tax-advantaged strategies
- Conduct regular portfolio reviews and rebalancing
- Build and maintain client relationships through proactive communication
- Develop new client relationships through referrals and outreach
- Maintain compliance with fiduciary, regulatory, and disclosure requirements
Required Skills and Qualifications
- Active Series 7 / Series 65 / Series 66 licenses (or equivalent)
- 3+ years in financial advisory or wealth management
- CFP, ChFC, or similar designation preferred
- Strong analytical and planning skills
- Excellent written and verbal communication and client presence
- Track record of growing AUM and client relationships
What You'll Bring
- Sharp analytical thinking and an instinct for spotting anomalies in data
- Strong written communication and the ability to translate numbers into narrative
- High attention to detail and unwavering accuracy under deadline pressure
- Comfort working asynchronously across time zones
What We Offer
- Fully remote, flexible work hours
- Performance-based bonus structure
- Annual learning & development stipend
- Health and wellness benefits (varies by location)
- Opportunity to work on high-scale, real-world impact projects
Equal Opportunity Statement
This is an equal opportunity role.
Applications are welcomed from all qualified individuals regardless of race, color, ethnicity, nationality, gender, gender identity or expression, sexual orientation, age, religion, disability, marital status, or any other characteristic protected by applicable law.
All hiring decisions are based solely on qualifications, skills, and demonstrated ability.
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