Financial Advisor

Financial Planner Recruiting, LLC; United States; Remote; USD 46,000 - 75,000; Full time

Job summary

A boutique financial planning and consulting firm seeks a Remote Financial Advisor to support wealth management clients and assist the founder as an associate advisor. Responsibilities include leading financial planning meetings, managing client relationships, and developing new business opportunities. Ideal candidates will have a Series 65 license, relevant experience, and a strong growth-oriented mindset.

Benefits

100% employer-paid health and dental insurance

Flexible PTO policy

Professional Development Assistance

Qualifications

• 1-3 years of experience as a licensed financial advisor or in a related role.
• Holds a Series 65 license or willing to obtain it within 2 months.
• Excellent communicator, comfortable in client meetings.

Responsibilities

• Serve as Lead Advisor for current wealth management clients.
• Prepare for meetings and implement financial planning recommendations.
• Develop new business opportunities from existing relationships.

Skills

Communication

Networking

Client Management

Growth Mindset

Education

Series 65 license

CFP preferred

CEPA highly preferred

Job description

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Our client is a boutique financial planning and business consulting firm with a strong focus on helping business owners, executives, and high-net-worth individuals navigate their financial futures. We work closely with entrepreneurs, retirees, and professionals to craft personalized financial strategies. The firm thrives on a growth mindset, deep relationships, and a strong culture of professional development. We are currently seeking a Remote Financial Advisor to service and support our current wealth management clients and retirement plan participants. Additionally, this role will support the founder as an associate advisor for business owner clients, assisting in financial planning meetings, implementing recommendations, and managing client relationships.

Key Responsibilities:

• Serve as Lead Advisor for current wealth management clients and retirement plan participants.
• Act as Financial Advisor to support our founder with wealth management and business owner clients.
• Prepare for meetings, handle para-planning tasks, and implement financial planning recommendations.
• Attend networking events and client meetings alongside the firms founder.
• Delegate follow-ups, coordinate implementation, and manage financial planning projects.
• Develop new business opportunities from existing relationships.

Experience/Qualities:

• Holds a Series 65 license or is willing to obtain it within 2 months.
• 1-3 years of experience as a licensed financial advisor or in a related role.
• CFP or willingness to obtain; CEPA is also highly preferred.
• Excellent communicator, comfortable in client meetings, networking events, and professional settings.
• Growth-oriented, hardworking, and aligned with our firms mission.

Salary and Benefits:

• Base Salary, commensurate with experience.
• Bonus opportunity available.
• 100% employer-paid health and dental insurance.
• Flexible PTO policy.
• Professional Development Assistance.

**This is a fully remote role, with a preference for candidates located in Florida.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

• Industries

  Staffing and Recruiting

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Inferred from the description for this job

401(k)

Medical insurance

Vision insurance

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