Financial Advisor

The Well Recruiting Solutions; Nevada (IA); Remote; USD 60,000 - 100,000; Full time

Job summary

A leading recruitment firm is seeking a Strategic Talent Matchmaker for the Financial Elite to work remotely, focusing on relationship management rather than sales. Ideal candidates will have experience in financial planning and a self-starting attitude, joining a collaborative team culture centered on client care and transparency.

Benefits

Flexible remote-first culture

401(k) with match

Health benefits

Autonomy over schedule

Qualifications

• Series 65 required or ability to obtain quickly.
• 2+ years in financial planning or client service role at an RIA.
• Strong interpersonal skills and self-starting mentality.

Responsibilities

• Build on existing client relationships with no prospecting required.
• Deliver comprehensive financial planning remotely.
• Collaborate within a tight-knit team culture.

Skills

Interpersonal skills

Client relationship management

Self-starter mentality

Education

Bachelor’s degree

CFP or Life & Health License

Job description

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Strategic Talent Matchmaker for the Financial Elite | Powering Growth and Scaling Wealth Firms with Top Advisors, CPAs & Support Talent | Building…

Location: Remote (Preference for Pacific or Mountain Time Zones)

Selling Points:

• Inherit a warm book of existing client relationships—no prospecting required
• Flexible remote-first culture with a collaborative, close-knit team
• 70% payout on new business and generous front-loaded fee model
• 401(k) with match, health benefits, and autonomy over your schedule
• Laid-back, high-integrity environment with a focus on real financial planning

Qualifications:

• Series 65 required (or ability to obtain quickly)
• 2+ years in a financial planning or client service role at an RIA or financial firm
• CFP, Life & Health License, or Bachelor’s degree preferred
• Strong interpersonal skills and comfort managing client relationships independently
• Self-starter with a low-ego, team-first mentality

The Well Recruiting Solutions is hiring a Service Advisor on behalf of a boutique, planning-focused RIA with a stellar reputation for transparency, client care, and real relationships. You’ll work remotely with clients across the western U.S., delivering comprehensive planning and becoming a key part of a tight-knit, forward-thinking firm.

This is a fantastic fit for someone who enjoys relationship management over sales, values work-life balance, and wants to grow with a team that puts people first—both clients and colleagues.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Financial Services, Capital Markets, and Investment Management

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

Disability insurance

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