[Remote] Financial Advisor

Note: The job is a remote job and is open to candidates in USA. Jobster LLC is seeking an reputed company Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform. The role involves managing and growing client relationships while developing personalized financial strategies.

Responsibilities

• Manage and grow an existing client reputed company
• Build and maintain long-term relationships with high-net-worth clients
• reputed company personalized financial strategies
• Identify opportunities to expand client relationships
• Focus on higher-value advisory services

Skills

• 10+ years of wealth management experience
• Active Series 7 license required
• Strong client relationship and communication skills
• Growth-focused and entrepreneurial reputed company
• Series 66 preferred
• Established book of business preferred

Benefits

• Flexible 1099 or W2 options
• Benefits available for W2 employees
• Transition and sign-on support
• Strong operational and back-office support
• Remote/hybrid flexibility

Company Overview