Job Summary
A wealth management firm is in need of a Telecommute Financial Advisor.
Core Responsibilities of this position include:
- Booking and delivering events to teach prospective clients about investing
- Spearheading initiatives targeting high net worth potential clients
- Assessing clients’ goals and objectives and assigning a portfolio mix that will suit them
Must meet the following requirements for consideration:
- This role requires occasional travel
- 3-5 years of relevant experience in the retail investment space
- Previous experience working with an Investment Advisor or ETF/Fund company
- Hold the Series 7 designation to provide financial advice to retail clients in the US
- Proven record of high performance