Remote Financial Advisor: Personal Planning & Investments

Placements24; Roanoke (VA); Hybrid; USD 70,000 - 120,000; Full time

Benefits offered by this job

Competitive salary with commissions

Medical and retirement benefits

Fully remote work environment

Career development opportunities

Supportive team and resources

Job summary

Placements24 is seeking a client-focused Financial Advisor to join a fully remote team serving clients nationwide, with a focus on delivering personalized financial planning and investment guidance. You will build tailored strategies, manage portfolios, and provide exceptional service while operating remotely.

The ideal candidate has a Bachelor's in Finance and relevant certifications, with strong communication skills and the ability to manage a remote client base effectively.

Qualifications

• Bachelor's degree in Finance, Economics, Business, or a related discipline.
• Certifications such as CFP or CFA are highly valued.
• Proven experience as a Financial Advisor or in a similar planning role.

Responsibilities

• Develop comprehensive financial plans based on client goals, risk tolerance, and financial situations.
• Provide expert investment, retirement, insurance, and estate planning advice.
• Manage client portfolios and adjust recommendations as needed.
• Build and maintain long-term client relationships and regularly review progress toward objectives.
• Stay current with market trends, products, and regulatory changes.

Skills

Financial planning

Investment advisory

Client relationships

Remote work

Education

Bachelor's degree in Finance

CFP/CFA certification

Tools

CRM systems

Financial planning software

Job description

Placements24 is seeking a client-focused Financial Advisor to join a fully remote team serving clients nationwide, with a focus on delivering personalized financial planning and investment guidance. You will build tailored strategies, manage portfolios, and provide exceptional service while operating remotely.

The ideal candidate has a Bachelor's in Finance and relevant certifications, with strong communication skills and the ability to manage a remote client base effectively.