We are seeking experienced Financial Advisor Assistants who have worked with RIAs OR a Broker Dealer to join our team of 1099 Independent Contractors with flexible schedules. The position is totally remote.
Our Assistants love what they do. They are independent yet connected. We have a great community of Assistants all over the U.S.
QUALIFICATIONS:
Minimum 5 years in the Financial Services Industry
Knowledge of various Platforms - Schwab, Fidelity, Pershing; LPL
Knowledge of various CRMS - Redtail, Salesforce, Wealthbox and more
Knowledge of various Software -- SEI, Orion, AssetMark, Black Diamond and MORE
FLEXIBLE SCHEDULE:
Working during business hours but set your schedule (you are not an employee)
WE PLACE YOU WITH ADVISORS:
We have relationships with Financial Advisors all over the country. We introduce you to the Advisors who match your skill set and your capacity. That can mean working for between 1- 5 Advisors to get to a 40 hour work week.
Job Types: Full-time, Part-time, Contract
Pay: $72,000.00 - $82,000.00 per year
Expected hours: No less than 25 per week
Compensation package:
Weekly schedule:
- Choose your own hours
- Monday to Friday
Work Location: Remote