Remote Financial Advisor

A reputable financial services firm is on the lookout for a Remote Financial Advisor to join their team! The company is based out of Champaign, IL but is open to candidates from any location. This role is perfect for an RIA looking to transition their book of business or an experienced advisor who is looking to expand their business as an independent 1099 contractor, where you will benefit from the support and resources of an established firm, while setting your own schedule and maximizing your earnings potential. If you're ready to take charge of your future and thrive in a role that rewards our autonomy and ambition, apply for this exciting, fully remote opportunity today!
Pay Range: $90,000 - $100,000 DOE

Responsibilities:

• Manage and grow your book of business
• Develop and complete Investment Policy Statements for clients
• Maintain daily client interactions
• Collaborate with owner to discuss market trends and strategies
• Coordinate clients with estate planners, tax professionals, and other experts
• Provide exceptionally good service to clients
• Gradually transition clients towards a streamlined trading approach based on risk tolerance surveys and allocations, including ETFs, mutual funds, bonds, individual corporate bonds, and stocks
• Utilize TradePMR as the RIA investment platform

Requirements:

• 3-7 years minimum experience as a Financial Advisor
• Experience in RIA with a focus on tier-based book of business or flat fee-based models
• Series 65 certification
• Bachelor's degree

• CFP designation is preferred

Benefits:

• 1099 status with potential for insurance/benefits arrangement
• Growth opportunities

To continue to grow your career, while providing exceptional service to clients, apply now!
#INDRTE #LI-POST #LI-REMOTE #LI-BM1
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