Financial Advisor

Financial Advisor needed in RIA space

This Jobot Job is hosted by: Katherine Krull
Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $60,000 - $150,000 per year

A bit about us:

We want to meet you where you are with your finances. How you've arrived where you are today isn't nearly as important as the decisions you will make going forward. A plan and a steady voice can make a difference in whether or not you achieve your long-term goals. We are excited to take the journey with you and celebrate your successes along the way.

Job Title: Financial Advisor
Job Location: Greensboro, NC, or Fully Remote
Salary: Competitive Compensation + Bonus + Health Benefits + 401k with Company Match
Must have:

• Experienced Financial Advisor with a current robust book of business
• Must possess a series 65, 66, or CFP license, OR be willing to get a series 65 license

Why join us?

• FULLY REMOTE opportunity.
• You will have an opportunity to have ownership in the firm.
• Opportunity to specialize in your own niche.
• We are an RIA, so we are unique to most other businesses as we don't work for anyone but the client.
• We adhere to a fiduciary standard, so we are legally obligated to act on behalf of our clients

Job Details

You will perform sales & marketing for financial services, financial planning, asset management, succession planning, estate planning, wealth planning.

Must have:

• Experienced Financial Advisor with a current robust book of business
• Must possess a series 65, 66, or CFP license, OR be willing to get a series 65 license

Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.