Job Description
Join our award-winning team as a Remote Financial Advisor and transform lives through strategic wealth management. We're seeking passionate professionals to serve Santa Ana's thriving community with personalized financial solutions. Enjoy flexible remote work while building meaningful client relationships in a supportive, growth-oriented environment. Our comprehensive training program and cutting-edge technology platform empower advisors to excel.
What We Offer:
- Industry-leading commission structure with uncapped earning potential
- Full remote work flexibility with occasional in-person Santa Ana meetings
- Advanced CRM and portfolio management tools
- Continuing education and professional development stipends
- Comprehensive health benefits and 401(k) matching
Responsibilities
- Develop personalized financial plans for high-net-worth individuals and families
- Manage investment portfolios and optimize asset allocation strategies
- Conduct comprehensive risk assessments and insurance planning
- Build and maintain long-term client relationships through regular reviews
- Stay current on tax laws, market trends, and regulatory changes
- Collaborate with internal teams for holistic client solutions
- Meet quarterly business development targets in Santa Ana region
Qualifications
- FINRA Series 7 and 66/63/65 licenses required
- Bachelor's degree in Finance, Economics, or related field
- 3+ years of financial advisory experience with proven track record
- Strong knowledge of investment vehicles, retirement planning, and estate strategies
- Excellent communication skills with ability to explain complex concepts
- Proven ability to develop new client relationships and referrals
- Professional designation (CFP, CFA, or ChFC) preferred
- California residency required for licensing compliance