Role:
Personal Financial Advisor
Location:
Remote Employment Type:
Full-time
Compensation:
Competitive salary commensurate with experience, qualifications, and location.
Indicative range:
$65,000 – $130,000 (USD equivalent), plus benefits.
Role Overview We are hiring a Personal Financial Advisor to guide individuals and families through comprehensive financial planning. The role combines deep planning expertise with empathetic, long-term relationship building.
Key Responsibilities - Build comprehensive financial plans across investments, retirement, tax, and estate - Recommend and implement strategies tailored to each client's goals - Conduct annual reviews and ongoing portfolio rebalancing - Build and grow a book through referrals and proactive outreach - Maintain compliance with fiduciary, regulatory, and disclosure requirements - Document client interactions and recommendations thoroughly
Required Skills and Qualifications - Active Series 7 / Series ...