Financial Advisor

Search BizAthletes; United States; Remote; USD 150,000 - 200,000; Full time

Job summary

Join a top, fast-growing investment firm as a Financial Advisor. This 100% remote role offers a generous first-year earning potential of $150,000 to $200,000+, along with strong support and resources to help you succeed. Ideal candidates will have a bachelor's degree and at least 3 years of experience in financial planning, along with relevant certifications. Enjoy a work-life balance and the excitement of being part of a rapidly expanding firm.

Benefits

Life Insurance

Disability Insurance

Paid Time Off

Company-Sponsored Quarterly Trips

Prospecting & Travel Expenses Covered

Pre-Set, Qualified Leads

Robust Resources

Qualifications

• 3+ years of proven success in financial planning.
• Demonstrated ability to grow and manage a book of business.
• At least one of the following certifications: CFP, CFA, or CPA.

Responsibilities

• Grow revenue by building and nurturing client relationships.
• Manage and expand your client portfolio.
• Consistently meet and exceed sales goals.

Skills

Client Relationship Management

Revenue Growth

Financial Planning

Education

Bachelor’s degree from an accredited university

Job description

This range is provided by Search BizAthletes. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$150,000.00/yr - $200,000.00/yr

Financial Advisor - Join a Top, Fast-Growing Investment Firm

• First-Year Earnings: $150,000 - $200,000+ based on Net Model
• 100% Remote Role (U.S. only)
• Life Insurance: Basic, Voluntary & AD&D
• Disability: Short-Term & Long-Term
• Paid Time Off: Vacation, PTO, and Sick Leave
• Company-Sponsored Quarterly Trips
• Prospecting & Travel Expenses Covered
• Pre-Set, Qualified Leads to bring in new clients
• Robust Resources: Centralized Investment Management & Operational Support

Company Highlights:

• 4.5-Star Rating on Investor.com
• 40% Growth Over the Last 3 Years
• Ranked in the Top 20% of Financial Firms in the U.S.
• Competing with Top 4 Financial Firms

Responsibilities:

• Grow revenue by building and nurturing client relationships
• Manage and expand your client portfolio
• Prospect and bring in new clients while fostering existing relationships
• Oversee investment management, financial planning, and income strategies
• Consistently meet and exceed sales goals

Required Qualifications:

• 3+ years of proven success in financial planning
• Bachelor’s degree from an accredited university
• $30M+ in managed assets
• Demonstrated ability to grow and manage a book of business
• Ability to bring your book of business without restrictions
• At least one of the following certifications: CFP, CFA, or CPA (CFP or CFA strongly preferred)

Why Join?

• Unlimited Earning Potential: Based on performance, with a generous first-year earning range.
• Work-Life Balance: 100% remote with flexibility.
• Strong Support: Provided leads and operational resources—allowing you to focus on what you do best
• Exciting Growth: Be part of a rapidly expanding firm that’s competing with the best in the industry

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Strategy/Planning

• Industries

  Financial Services and Investment Management

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Inferred from the description for this job

Medical insurance

Vision insurance

401(k)

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