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Personal Financial Advisor (Remote)
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Role: Personal Financial Advisor
Location: Remote
Employment Type: Full-time
Compensation: Competitive salary commensurate with experience, qualifications, and location. Indicative range: $65,000 – $130,000 (USD equivalent), plus benefits.
Role Overview
We are hiring a Personal Financial Advisor to guide individuals and families through comprehensive financial planning. The role combines deep planning expertise with empathetic, long-term relationship building.
Key Responsibilities
- Build comprehensive financial plans across investments, retirement, tax, and estate
- Recommend and implement strategies tailored to each client's goals
- Conduct annual reviews and ongoing portfolio rebalancing
- Build and grow a book through referrals and proactive outreach
- Maintain compliance with fiduciary, regulatory, and disclosure requirements
- Document client interactions and recommendations thoroughly
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Required Skills and Qualifications
- Active Series 7 / Series 65 or 66 (or equivalent licensure)
- 3+ years in personal financial advisory or wealth management
- CFP designation strongly preferred
- Strong analytical and planning skills
- Excellent written and verbal communication and client presence
- Track record of growing AUM and long-term client relationships
What You'll Bring
- Sharp analytical thinking and an instinct for spotting anomalies in data
- Strong written communication and the ability to translate numbers into narrative
- High attention to detail and unwavering accuracy under deadline pressure
- Comfort working asynchronously across time zones
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What We Offer
- Fully remote, flexible work hours
- Performance-based bonus structure
- Annual learning & development stipend
- Health and wellness benefits (varies by location)
- Opportunity to work on high-scale, real-world impact projects
Equal Opportunity Statement
This is an equal opportunity role. Applications are welcomed from all qualified individuals regardless of race, color, ethnicity, nationality, gender, gender identity or expression, sexual orientation, age, religion, disability, marital status, or any other characteristic protected by applicable law. All hiring decisions are based solely on qualifications, skills, and demonstrated ability.
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