Remote Financial Advisor: Investment & Retirement Planning

My Investment Path; Coral Gables (FL); Hybrid; USD 60,000 - 100,000; Full time

Job summary

My Investment Path, based in Florida, is seeking a Financial Advisor to deliver expert financial guidance, craft customized investment strategies, and monitor their execution for clients. This full-time role supports both remote and in-person work, with compensation tied to performance and goals rather than a fixed salary.

The practice emphasizes retirement planning, client education, and long-term relationship building.

Qualifications

• Deep understanding of SEC and FINRA rules relevant to client communications.
• Strong client service orientation and relationship-building.
• Proven ability to develop and implement financial plans.
• Licensing requirements: Series 65, 66 and SIE.
• Must be a Florida resident and compliant with state regulations.

Responsibilities

• Provide clients with expert financial guidance and develop customized strategies.
• Track implementation and ensure alignment with client goals.
• Build strong client relationships and stay updated on trends and regulations.
• Support ongoing retirement and investment advisory services for clients.

Skills

SEC and FINRA rules knowledge

Excellent communication

Relationship building

Problem-solving

Detail-oriented

Florida resident

Series 65 66 licenses

SIE license

Job description

My Investment Path, based in Florida, is seeking a Financial Advisor to deliver expert financial guidance, craft customized investment strategies, and monitor their execution for clients. This full-time role supports both remote and in-person work, with compensation tied to performance and goals rather than a fixed salary.

The practice emphasizes retirement planning, client education, and long-term relationship building.