Senior Financial Advisor (Remote Usa)

Our client combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience.
Tasks
As a Senior Financial Advisor, you are an entrepreneur under the umbrella building a client-first business with modern tools backing you. You have maximum autonomy to grow your client base and serve your clients. You are responsible for identifying prospect needs, communicating how you can help better manage client wealth and demonstrating the unique value we can deliver together.
You'll be supported every step of the way with a full suite of technology that helps you prospect, plan and manage your book of business. The platform eliminates tedious ops and admin work, differentiating you from every other investment advisor out there.
This is more than just a run of the mill wealth management opportunity - it’s an opportunity to have a huge impact on the company and to change the entire wealth industry so it works better for clients and advisors.
Successful Advisors are ambitious and tenacious, always aspiring to excellence in their craft and caring deeply about their clients. Joining here is a once-in-a-lifetime opportunity to build the future of wealth management and you reap the rewards for doing so.
RESPONSIBILITIES

• Turn prospects into clients
• Source and manage prospects, effectively utilize proprietary data-driven prospecting tools, hone 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

Requirements
REQUIREMENTS

• Proven track record of success in acquiring new wealth management relationships
• Consistently demonstrated ambition, drive, and grit
• Expert, current knowledge of investment products and services across personal finance
• Ability to convey financial advice with empathy, understanding, humility, and confidence
• Passion for building a better personal finance experience
• Series 65 or equivalent; clean U4

BONUS POINTS

• CFA or CFP certification
• Existing Client Base

Additional Information
TRANSITIONS
We make bringing over your existing client base a seamless experience. We'll work with you to build a transition plan, guide you through communications and handle the ops and admin work for you. In other words, we'll hold your hand every step of the way to ensure a smooth transition for your practice and your clients.
COMPENSATION
Our compensation plan is designed to attract and reward the best with industry-leading payouts and equity.