Financial Advisor - FULLY REMOTE

Financial Advisor needed in RIA space

  • Greensboro, NC +2
  • $150,000 - $200,000
  • 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 book of business
  • Experience with sales & marketing for financial services, financial planning, asset management, succession planning, estate planning, wealth planning

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 book of business
  • Experience with sales & marketing for financial services, financial planning, asset management, succession planning, estate planning, wealth planning
Easy Apply Now
Easy Apply Now
Job Details
Managed by Jobot Pro
Location
Greensboro, NC
Boston, MA
Chicago, IL
Job Type
Permanent
Compensation
$150,000 - $200,000