Remote Investment Advisor: ESG & Wealth Planning

Ivy Way Placements; Stamford, Boston (CT, MA); Remote; USD 70,000 - 90,000; Full time

Benefits offered by this job

Salary based on experience

Bonus based on individual and team goals

Financial support for professional accreditation

Job summary

A leading financial advisory firm is looking for a dynamic investment advisor with at least 3 years of financial planning experience. Responsibilities include managing client relationships, conducting portfolio management, and developing new client business. The ideal candidate will exhibit strong communication skills, attention to detail, and a passion for serving clients. This role offers a competitive salary with performance bonuses and the option to work remotely, making it flexible and aligned with modern work standards.

Qualifications

• Minimum 3 years' experience in financial planning and investment advisory services.
• Series 65 registration is required.
• Ability to thrive in an entrepreneurial, collaborative environment.

Responsibilities

• Manage client relationships and understand their unique financial objectives.
• Conduct investment analysis and execute trades.
• Develop strategies for client retirement goals.

Skills

Strong communication and listening skills

Reliability and attention to detail

Emotional intelligence

Team player with leadership ability

Social media skills

Job description

A leading financial advisory firm is looking for a dynamic investment advisor with at least 3 years of financial planning experience. Responsibilities include managing client relationships, conducting portfolio management, and developing new client business. The ideal candidate will exhibit strong communication skills, attention to detail, and a passion for serving clients. This role offers a competitive salary with performance bonuses and the option to work remotely, making it flexible and aligned with modern work standards.