Job Description
Join our award-winning team as a Remote Financial Advisor and transform lives through personalized wealth management strategies. We empower professionals in Minneapolis and beyond to achieve financial freedom with cutting-edge digital tools and dedicated mentorship. Enjoy 100% remote flexibility while building your practice with industry-leading support and competitive compensation.
Responsibilities
- Develop comprehensive financial plans for clients covering investments, retirement, tax, and estate planning
- Build and maintain long-term client relationships through personalized consultations
- Utilize CRM platforms to track client goals and portfolio performance
- Stay current on market trends, regulations, and investment products
- Collaborate with internal experts on complex financial scenarios
- Present financial solutions aligned with client risk tolerance and objectives
- Drive business growth through targeted networking and referrals
Qualifications
- Bachelor's degree in Finance, Business, or related field
- Series 65/66 and/or CFP certification required
- 3+ years of financial planning/advisory experience
- Exceptional communication and presentation skills
- Proficiency with financial planning software (e.g., MoneyGuidePro, eMoney)
- Proven track record of client relationship management
- Strong analytical skills for portfolio analysis and risk assessment
- Valid remote work setup with reliable technology infrastructure