Remote Financial Planner: Path to Lead Advisor

Boutique Recruiting; Lakeside (MT); Hybrid; USD 90,000 - 125,000; Full time

Benefits offered by this job

401(k) with company match

Annual bonus

Flexible hybrid work environment

Employer-sponsored healthcare

Flexible PTO

Job summary

Boutique Recruiting seeks a Financial Planner to join a close-knit team and grow with the firm. You will support senior advisors, develop client relationships, and contribute to financial planning and investment recommendations.

With a background in wealth management and a CFP pathway, you will transition toward a lead advisory role while benefiting from a flexible 90% remote hybrid setup and annual bonus opportunities.

Qualifications

• Bachelor's degree required.
• 3+ years of financial planning or wealth management experience.
• Strong passion for financial markets, investing and company research.
• Excellent communication and relationship-building skills.
• Ability to work independently in a remote environment after training.
• Candidates pursuing CFP certification (Level I or II) will be considered.

Responsibilities

• Assist senior advisors with developing comprehensive financial plans for clients.
• Participate in client meetings and gradually build relationships with existing clients.
• Provide investment recommendations and financial planning support.
• Open new investment accounts and assist with account administration.
• Support operational and administrative functions as needed during onboarding and training.
• Collaborate with advisors on client service initiatives and planning strategies.

Skills

Financial markets

Investment research

Relationship-building

Communication skills

Education

Bachelor's degree

Job description

Boutique Recruiting seeks a Financial Planner to join a close-knit team and grow with the firm. You will support senior advisors, develop client relationships, and contribute to financial planning and investment recommendations.

With a background in wealth management and a CFP pathway, you will transition toward a lead advisory role while benefiting from a flexible 90% remote hybrid setup and annual bonus opportunities.