What are the responsibilities and job description for the Remote Financial Advisor | Work From Home position at Get It - Real Estate?
Job Title: Financial Advisor - Remote
Job Overview
Join a forward-thinking financial advisory firm dedicated to empowering our diverse clientele through innovative solutions. As a Financial Advisor, you will play a pivotal role in crafting bespoke financial strategies and guiding clients towards achieving their financial aspirations in a fully remote work environment.
Key Responsibilities
We are committed to nurturing your professional development through hands-on training, ongoing education, and pathways for advancement within the firm.
Company Culture And Values
Our organization thrives on a culture of innovation and excellence, encouraging optimism and proactive participation from our team members. Our fully remote model promotes flexibility while fostering collaboration and celebrating achievements.
Compensation And Benefits
Job Overview
Join a forward-thinking financial advisory firm dedicated to empowering our diverse clientele through innovative solutions. As a Financial Advisor, you will play a pivotal role in crafting bespoke financial strategies and guiding clients towards achieving their financial aspirations in a fully remote work environment.
Key Responsibilities
- Engage proactively with clients to discern their financial objectives and investment requirements, delivering tailored and insightful advice.
- Develop customized financial plans that resonate with the unique goals of each client, ensuring robust investment strategies.
- Conduct in-depth consultations to assist clients in navigating the complexities of financial management.
- Monitor market trends, financial legislation, and various investment options to provide well-informed guidance.
- Foster enduring relationships with clients, ensuring their satisfaction and ongoing loyalty.
- Maintain compliance with industry regulations and internal policies while advising clients.
- Exceptional verbal and written communication capabilities, with the ability to simplify intricate financial concepts.
- Strong focus on client service and dedication to addressing client needs effectively.
- Proven ability to thrive in a remote work environment, showcasing excellent time management and organizational skills.
- Proficiency in CRM tools and financial planning software.
- A high standard of professional ethics and integrity.
- Required licensing includes FINRA Series 7 and Series 66 (or Series 63 and 65).
- At least 3 years of experience in financial advising or a comparable role.
- Preferred bachelor’s degree in finance, business administration, or a related discipline.
We are committed to nurturing your professional development through hands-on training, ongoing education, and pathways for advancement within the firm.
Company Culture And Values
Our organization thrives on a culture of innovation and excellence, encouraging optimism and proactive participation from our team members. Our fully remote model promotes flexibility while fostering collaboration and celebrating achievements.
Compensation And Benefits
- Competitive base salary complemented by commission and bonus potential.
- Extensive Paid Time Off (PTO) and parental leave.
- Comprehensive health, dental, and vision insurance.
- Retirement savings plan and disability insurance.
- Opportunities for continuous learning and development, including tuition reimbursement.
- Flexible work schedule with evenings off, allowing for work-life balance.
