Financial Advisor (Remote)

We are actively seeking a highly motivated and client-oriented Financial Advisor to join our esteemed investment firm, known for its exceptional growth and innovative financial services. In this pivotal role within our Private Wealth team, you will collaborate with a distinguished group of high-net-worth clients, providing expert financial advice and tailored strategies.

Key Responsibilities

• Cultivate and enhance new client relationships while ensuring continuous communication with existing clients.
• Serve as the primary liaison for clients, addressing their financial needs and objectives with precision and care.
• Identify and pursue new avenues for business development to broaden the firm’s high-net-worth and ultra-high-net-worth clientele.
• Oversee the implementation of comprehensive financial plans, encompassing estate planning, business management, and tax optimization strategies.
• Partner with portfolio managers to align clients’ investment strategies with their unique financial aspirations.
• Collaborate with fund managers to effectively advise and allocate client assets into appropriate alternative investment opportunities.
• Uphold an unwavering commitment to delivering outstanding client service characterized by professionalism and integrity.
• Comply with company policies and regulatory requirements as a registered investment advisor.

Required Skills

• Demonstrated self-motivation and entrepreneurial spirit, with a track record of effectively onboarding new clients.
• A client-centered approach complemented by superior communication and relationship-building capabilities.
• Proven ability to excel in a rapidly evolving, entrepreneurial climate with strong leadership qualities.

Qualifications

• A minimum of 3 years of experience in financial advisory services, showcasing an ability to cultivate client relationships and drive new business.
• A Bachelor’s Degree is essential.
• Authorization to work legally in the United States.
• Successful completion of a background check and pre-employment assessments.
• Capacity to perform essential job functions, with or without reasonable accommodation.

Compensation And Benefits

This position offers a performance-driven compensation framework, with an expected salary range of (120,000 to )300,000+, contingent upon individual performance. Benefits include:

• Comprehensive medical, vision, and dental insurance.
• Participation in a 401(k) profit-sharing plan.
• Generous paid time off, including stock market holidays.
• Additional fringe benefits aligned with the company’s policy for similarly situated employees.

Career Growth Opportunities

Joining our firm opens doors to significant professional growth and development. You will have access to extensive networking opportunities that can enhance your career trajectory.

Company Culture And Values

Our organization fosters a dynamic and entrepreneurial environment where exceptional client service is paramount. We are committed to maintaining a culture that champions professionalism, integrity, and collaboration among our teams, ensuring that we prioritize the relationships we build with our clients.

Employment Type: Full-Time