Financial Advisor

About the Client:

The company offers an asset management and brokerage platform designed for accredited investors and financial advisors. It allows advisors to keep 100% of the commissions they generate while operating fully remotely, without the need for fixed management fees. Instead of charging management fees, the company generates revenue through margin interest, sweep programs, stock loans, and other financial services. This model provides a flexible, cost-effective solution for both advisors and their clients.

About the Role:

The client is seeking experienced, self-motivated Financial Advisors ready to break free from outdated models and join a firm that prioritizes their success. This 100% remote opportunity offers independence, innovation, and maximized earnings, with full support during onboarding, training, and daily operations. Advisors gain access to advanced wealth management tools and a streamlined TAMP platform for easier, more profitable business growth.

Key Responsabilities:

• Provide tailored financial planning, investment advice, and retirement strategies for individual and institutional clients.
• Use advanced platforms like Advyzon, MoneyGuidePro, and Bespoke (AI-powered support) to optimize client management and portfolio customization.
• Transition existing book of business using our turnkey onboarding and ACAT automation systems.
• Actively manage and grow assets under management (AUM) through relationship building and client retention.
• Stay current on market trends, products, and compliance practices to maintain industry-leading advisory standards.

Qualifications:

• Proven experience managing $20MM+ in assets under management (AUM); ideally $100MM+
• Active Series 7 and Series 66 licenses required.
• Bachelors degree in Finance, Economics, Business, or a related field (preferred, but not required).
• Professional designations such as CFP®, CFA®, or ChFC® are a plus.
• 5+ years of experience in wealth management or financial advisory.
• Strong expertise in investments, retirement planning, and comprehensive financial advisory services.
• Excellent communication, interpersonal, and analytical skills.
• Ability to work independently and effectively manage a virtual practice.