Remote Financial Advisor Opportunity

Prestige IFA Jobs; United States; Remote; USD 80,000 - 100,000; Full time

Job summary

Join a leading wealth management firm as a Network Consultant, leveraging your expertise to provide exceptional financial advice to UK and EU expatriates. Enjoy the freedom of remote work while benefiting from superior training and a competitive commission structure. Ideal candidates possess significant experience in financial advisement and are driven to meet sales targets while building lasting client relationships.

Benefits

Competitive Commission Structure

Incentive on Transferal of Existing Assets Under Management

Qualifications

• At least two years offshore experience in a wealth management business.
• Experience advising UK/EU expatriates.

Responsibilities

• Provide strategic advice on financial products and services.
• Develop and manage comprehensive financial plans for clients.
• Ensure compliance with industry regulations.

Skills

Excellent communication

Client-relationship skills

Organizational skills

Time management skills

Ability to adapt

Job description

• Market leading and competitive commission structure USD / Month
• Salary: Market leading and competitive commission structure

Looking for the freedom of being your own boss without all the stress and investment of financial resource associated with running an IFA business? Trade under Fortis Wealth Management brand as a Network Consultant.

This is an opportunity to be part of as yet small team with superb training, constant support, really excellent remuneration levels and transparent honesty. I can personally highly recommend the Principal. They’re looking for at least two years’ offshore experience working in a wealth management business.

REQUIREMENTS:

• This position would ideally suit experienced UK financial advisors, or those with experience advising UK / EU expatriates
• Proven working experience as a Financial adviser
• Excellent in communication and client-relationship skills
• Develop, lead and manage the sales organization to advise on financial products and solutions.
• Organizational and will have time management skills
• Will have the capability to build rapport with people from multiple nationalities, jobs and industries
• Will have the capacity to adapt to an often fast-paced industry
• Focused approach to build business

RESPONSIBILITIES:

• Provide strategic advice across a variety of financial products and services
• Assess client’s overall financial picture, understand their needs and develop a solid financial plan
• Guide clients towards a profitable and secure financial decision
• Keep abreast of new industry’s trends and research market to back up financial consulting=
• Oversee the course of the financial plan and update it, if necessary, to ensure profits
• Comply with all industry rules and regulations

ADVISER PACKAGE:

• Competitive Commission Structure
• Incentive on Transferal of Existing Assets Under Management

You can work either face to face or remotely in any location you like. Please only apply if you have the required investment advisory / wealth management sales experience.

Please note: This position would typically suit experienced investment advisory candidates as most of the consumers served by my client (although not limited to) are typical EU and UK expatriates, for the most part. This position is NOT for someone from the accounting / auditing or financial management profession. This is a client facing, sales and targets driven profession.