Benefits:
Bonus based on performance
Flexible schedule
Home office stipend
This is a full-time hybrid role for an Independent Financial Advisor located in anywhere in country though our home office is in Jersey City, United States. This is a full commission role with some work from home being acceptable. The Independent Financial Advisor will be responsible for providing comprehensive financial planning, developing retirement strategies, advising clients on investment opportunities, and offering financial advisory services tailored to individual client needs. Urgent need is in Naples, FL, Indianapolis, FL and mid-estern & western states. In Florida, we have some legacy annuity book we can assign to service locally. We have our own fixed income desk and we custody and clear through RBC We can provide attractive transition package for right candidates. Minor disclosure issues are OK.
PS: This NOT entry level positions. Advisors will typically have a client base with independently managed assets.
Qualifications
Financial Planning, Finance, and Retirement Planning skills
Expertise in Investments and Financial Advisory
Excellent communication and interpersonal skills
Ability to work independently and manage client accounts
Strong analytical and problem-solving abilities
Experience in a boutique investment bank environment is a plus
Bachelor's degree in Finance, Economics, or a related field and FINRA licenses like 6, 7, 63, 66 required. 24 a plus
Relevant certifications such as CFP, CFA, or similar credentials good to have but not required
Flexible work from home options available.