3 Senior Financial Advisor - Remote | WFH Jobs in Mission, KS
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Senior Financial Advisor - Remote | WFH
$79k-106k (estimate)
Full Time
3 Days Ago
Get It Recruit - Finance is Hiring a Remote Senior Financial Advisor - Remote | WFH
About UsWe are a rapidly growing RIA (Registered Investment Advisor) firm that blends expert advisory services with innovative technology, offering a comprehensive and personalized wealth management experience.
Our founders are leaders and innovators from the private wealth industry, bringing together a unique blend of traditional wealth management, fintech, and technology expertise. We are supported by top-tier venture capital firms, fintech investors, and industry leaders.
Joining our team means becoming part of a collaborative group of entrepreneurs dedicated to helping clients and teammates achieve more. If you are driven to get things done the right way and break through barriers, we want you to help us shape the future of wealth management.
Job DescriptionAs a Senior Financial Advisor with us, you will act as an entrepreneur under our umbrella, building a client-focused business with the support of modern tools. You will have maximum autonomy to grow and serve your client base. Your responsibilities include identifying prospect needs, communicating how we can better manage client wealth, and demonstrating the unique value we offer together. Leveraging your history of success in acquiring client relationships and your comprehensive financial knowledge, you will bring new clients onto our platform and serve them with excellence.
You will be supported every step of the way by technology that aids in prospecting, eliminates tedious operations and administrative work, and sets you apart from other investment advisors.
As a pioneering member of our advisory team, this role is more than a typical wealth management opportunity - it's a chance to make a significant impact on the company and revolutionize the wealth industry for both clients and advisors.
Key Responsibilities
Transform prospects into clients and clients into enthusiastic advocates
Source and manage prospects, effectively utilize proprietary data-driven tools, engage in multiple outreach efforts, and build deep relationships with clients
Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals
QualificationsProven track record of success in acquiring new wealth management relationships
Demonstrated ambition, drive, and perseverance
Expert knowledge of investment products and services across personal finance
Ability to convey financial advice with empathy, understanding, humility, and confidence
Passion for enhancing the personal finance experience
Existing transferrable client base
Series 65 or equivalent; clean U4
Preferred QualificationsCFA or CFP certification
Additional Information
Seamless Transitions
We ensure a seamless experience when transitioning your existing client base. We work with you to develop a transition plan, guide you through communications, and handle the operational and administrative tasks. We support you every step of the way to ensure a smooth transition for both your practice and your clients.
CompensationOur compensation plan is designed to attract and reward the best, offering top-of-the-industry payouts. If you are excited about building a significantly larger book faster with a superior product for your clients and minimal operational and administrative work for you, then let's embark on this journey together.
Remote and Hybrid Work Options
We are a firm born in the pandemic, equally comfortable with remote work and in-person collaboration. Whether you are in San Francisco or Boise, New York City or Jacksonville, Los Angeles or Atlanta, we can make it work.
Employment Type: Full-Time
Our founders are leaders and innovators from the private wealth industry, bringing together a unique blend of traditional wealth management, fintech, and technology expertise. We are supported by top-tier venture capital firms, fintech investors, and industry leaders.
Joining our team means becoming part of a collaborative group of entrepreneurs dedicated to helping clients and teammates achieve more. If you are driven to get things done the right way and break through barriers, we want you to help us shape the future of wealth management.
Job DescriptionAs a Senior Financial Advisor with us, you will act as an entrepreneur under our umbrella, building a client-focused business with the support of modern tools. You will have maximum autonomy to grow and serve your client base. Your responsibilities include identifying prospect needs, communicating how we can better manage client wealth, and demonstrating the unique value we offer together. Leveraging your history of success in acquiring client relationships and your comprehensive financial knowledge, you will bring new clients onto our platform and serve them with excellence.
You will be supported every step of the way by technology that aids in prospecting, eliminates tedious operations and administrative work, and sets you apart from other investment advisors.
As a pioneering member of our advisory team, this role is more than a typical wealth management opportunity - it's a chance to make a significant impact on the company and revolutionize the wealth industry for both clients and advisors.
Key Responsibilities
Transform prospects into clients and clients into enthusiastic advocates
Source and manage prospects, effectively utilize proprietary data-driven tools, engage in multiple outreach efforts, and build deep relationships with clients
Consult with clients on wealth management strategies and guide them to achieve their personal and financial goals
QualificationsProven track record of success in acquiring new wealth management relationships
Demonstrated ambition, drive, and perseverance
Expert knowledge of investment products and services across personal finance
Ability to convey financial advice with empathy, understanding, humility, and confidence
Passion for enhancing the personal finance experience
Existing transferrable client base
Series 65 or equivalent; clean U4
Preferred QualificationsCFA or CFP certification
Additional Information
Seamless Transitions
We ensure a seamless experience when transitioning your existing client base. We work with you to develop a transition plan, guide you through communications, and handle the operational and administrative tasks. We support you every step of the way to ensure a smooth transition for both your practice and your clients.
CompensationOur compensation plan is designed to attract and reward the best, offering top-of-the-industry payouts. If you are excited about building a significantly larger book faster with a superior product for your clients and minimal operational and administrative work for you, then let's embark on this journey together.
Remote and Hybrid Work Options
We are a firm born in the pandemic, equally comfortable with remote work and in-person collaboration. Whether you are in San Francisco or Boise, New York City or Jacksonville, Los Angeles or Atlanta, we can make it work.
Employment Type: Full-Time
Job Summary
JOB TYPE
Full Time
SALARY
$79k-106k (estimate)
POST DATE
06/24/2024
EXPIRATION DATE
07/12/2024
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The following is the career advancement route for Senior Financial Advisor - Remote | WFH positions, which can be used as a reference in future career path planning. As a Senior Financial Advisor - Remote | WFH, it can be promoted into senior positions as a Financial Analyst IV that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Senior Financial Advisor - Remote | WFH. You can explore the career advancement for a Senior Financial Advisor - Remote | WFH below and select your interested title to get hiring information.
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