Job Title: 100% Remote Financial Advisor (Commission Only, 1099 Contract)
Job Overview:
We are seeking a motivated Financial Advisor to join our team in a fully remote, commission-only role. This is a 1099 contractor position, ideal for an entrepreneurial professional who excels in providing financial guidance and personalized investment strategies to clients. You’ll have the opportunity to work independently, setting your own schedule while accessing company resources, support, and a broad client base.
Key Responsibilities:
- Build and manage a client portfolio, cultivating relationships with new clients while maintaining existing ones.
- Conduct thorough financial assessments to understand clients’ goals, risk tolerance, and investment preferences.
- Provide comprehensive financial planning services, including retirement planning, investment management, tax planning, and estate planning.
- Educate clients on various financial products, such as stocks, bonds, mutual funds, insurance, and other investment options.
- Design customized investment strategies aligned with clients' short- and long-term goals.
- Regularly review and adjust clients’ portfolios to reflect their evolving needs and market trends.
- Stay current on financial markets, trends, and regulatory requirements to provide clients with informed guidance.
- Collaborate with internal teams as necessary to enhance client offerings and improve service quality.
Requirements:
- Proven experience as a Financial Advisor, Financial Consultant, or in a similar financial planning role.
- Current licenses (Series 7, Series 66, etc.) or willingness to obtain them if required.
- Strong knowledge of financial products, investment strategies, and market trends.
- Excellent interpersonal and communication skills to build trust with clients.
- Highly motivated, self-directed, and able to work effectively in a remote environment.
- Entrepreneurial mindset with a strong drive for commission-based earnings.
- Familiarity with financial planning software and CRM systems is preferred.
Benefits:
-
Fully Remote: Work from anywhere with a flexible schedule.
-
Unlimited Earnings Potential: Commission-only structure allows for unlimited income based on performance.
-
1099 Contractor: Independent contractor status for tax flexibility and entrepreneurial independence.
-
Ongoing Support: Access to company resources, marketing materials, and industry insights to help grow your client base and portfolio.
Commissions only
Opportunity to obtain life insurance license and Series 6, 7, or 63 licenses based on career development goals and interests.
This role is ideal for a self-driven, goal-oriented professional eager to maximize their earning potential and make a lasting impact on clients' financial well-being. If you are ready to build a rewarding, flexible career in financial advising, we encourage you to apply!