Job Description
Join Austin's premier wealth management firm as a Remote Financial Advisor and transform lives through strategic financial planning. We're seeking a passionate professional to build lasting client relationships while enjoying Austin's vibrant culture from anywhere in the U.S. Our award-winning platform combines cutting-edge technology with personalized service, empowering you to deliver exceptional financial solutions.
Why Choose Us?
- Industry-leading commission structure with uncapped earning potential
- Comprehensive training and ongoing professional development
- Exclusive access to proprietary investment tools and resources
- Collaborative remote work culture with quarterly Austin team retreats
- Health benefits, 401(k) matching, and flexible scheduling
Responsibilities
- Develop personalized financial plans including investment strategies, retirement planning, and risk management
- Build and maintain a robust client portfolio through targeted networking and digital marketingAnalyze market trends and regulatory changes to optimize client portfolios
- Conduct regular portfolio reviews and adjust strategies based on client life events
- Leverage our CRM system to track client interactions and pipeline growth
- Collaborate with tax and legal professionals for comprehensive client solutions
- Stay current with CFP certification requirements and continuing education
Qualifications
- Bachelor's degree in Finance, Economics, or related field
- Series 65 and Series 7 licenses (or willingness to obtain within 90 days)
- 3+ years of financial planning/advisory experience
- Proven track record in client relationship management and sales
- Strong analytical skills with proficiency in financial planning software
- Exceptional communication and presentation abilities
- CFP designation preferred but not required
- Self-motivated with entrepreneurial mindset