Remote Financial Advisor: Retirement & Investment Planning

Investment Management LLC; Coral Gables (FL); Híbrido; USD 80.000 - 130.000; Jornada completa

Descripción de la vacante

My Investment Path in Florida is seeking a Financial Advisor to deliver personalized financial and investment strategies, track implementation, and build lasting client relationships. This full-time role offers both remote and in-person work, and focuses on retirement planning, compliance, and market trends to align plans with client goals.

Candidates should hold Series 65/66 and SIE licenses, be a Florida resident, and demonstrate strong communication, accuracy in planning, and a

Formación

• Deep understanding of SEC and FINRA rules, including advertising, communication, and suitability requirements.
• Excellent communication and interpersonal skills with a strong client service orientation.
• Proven ability to build long-term client relationships and provide exceptional service.
• Problem-solving skills to address client financial challenges.
• Detail-oriented and organized with strong accuracy in financial planning and compliance.

Responsabilidades

• Provide clients with expert financial guidance and develop customized investment strategies.
• Track implementation of plans and ensure alignment with client goals.
• Stay updated on financial trends and regulations to maintain compliant recommendations.

Conocimientos

Communication

Client service orientation

Relationship building

Problem-solving

Detail-oriented

Descripción del empleo

My Investment Path in Florida is seeking a Financial Advisor to deliver personalized financial and investment strategies, track implementation, and build lasting client relationships. This full-time role offers both remote and in-person work, and focuses on retirement planning, compliance, and market trends to align plans with client goals.

Candidates should hold Series 65/66 and SIE licenses, be a Florida resident, and demonstrate strong communication, accuracy in planning, and a