Financial Advisor - FULLY REMOTE

Financial Advisor needed in RIA space

  • Greensboro, NC +2
  • $60,000 - $150,000
  • Managed by Jobot Pro: Katherine Krull
Easy Apply Now

A bit about us:

We want to meet you where you are with your finances. How you’ve arrived where you are today isn’t nearly as important as the decisions you will make going forward. A plan and a steady voice can make a difference in whether or not you achieve your long-term goals. We are excited to take the journey with you and celebrate your successes along the way!

Job Title: Financial Advisor
Job Location: Greensboro, NC, or Fully Remote
Salary: Competitive Compensation + Bonus + Health Benefits + 401k with Company Match
Must have:
  • Experienced Financial Advisor with a current robust book of business
  • Must possess a series 65, 66, or CFP license, OR be willing to get a series 65 license

Why join us?

  • FULLY REMOTE opportunity!
  • You will have an opportunity to have ownership in the firm!
  • Opportunity to specialize in your own niche!
  • We are an RIA, so we are unique to most other businesses as we don't work for anyone but the client.
  • We adhere to a fiduciary standard, so we are legally obligated to act on behalf of our clients

Job Details

You will perform sales & marketing for financial services, financial planning, asset management, succession planning, estate planning, wealth planning.

Must have:
  • Experienced Financial Advisor with a current robust book of business
  • Must possess a series 65, 66, or CFP license, OR be willing to get a series 65 license
Easy Apply Now
Easy Apply Now
Job Details
Managed by Jobot Pro
Katherine Krull
Location
Greensboro, NC
Boston, MA
Chicago, IL
Job Type
Permanent
Compensation
$60,000 - $150,000