Independent Financial Advisor: Build Your Practice & Impact

Leap Brands; United States; Hybrid; USD 50,000 - 120,000; Full time

Benefits offered by this job

Flexibility to establish your practice

Access to a broad range of financial products

Freedom to set your schedule

Job summary

Leap Brands is looking for a dedicated Independent Financial Advisor to provide personalized financial planning and investment management in the United States. This role offers the flexibility to operate independently while building long-term client relationships. Responsibilities include developing financial plans, ensuring regulatory compliance, and identifying new client opportunities. Candidates must have a relevant degree, licenses, and 3-5 years of industry experience. This position features commission-based income and the potential for significant impact on clients' financial success.

Qualifications

• Minimum of 3-5 years of experience in financial planning or investment management.
• Licenses: Series 7 and 66 (or equivalent), and state insurance licenses as applicable.
• Strong understanding of financial markets and instruments.

Responsibilities

• Meet with clients to understand their financial goals.
• Develop comprehensive financial plans including retirement and tax planning.
• Monitor market trends and portfolio performance.

Skills

Strong analytical skills

Excellent interpersonal and communication skills

Proficiency in financial planning software

Ability to simplify complex financial concepts

Education

Bachelor's degree in Finance, Economics, Business Administration or related field

Master’s degree or CFP designation preferred

Job description

Leap Brands is looking for a dedicated Independent Financial Advisor to provide personalized financial planning and investment management in the United States. This role offers the flexibility to operate independently while building long-term client relationships. Responsibilities include developing financial plans, ensuring regulatory compliance, and identifying new client opportunities. Candidates must have a relevant degree, licenses, and 3-5 years of industry experience. This position features commission-based income and the potential for significant impact on clients' financial success.