Note: The job is a remote job and is open to candidates in USA. Jobster LLC is seeking an experienced Financial Advisor with an established book of business who wants to grow their practice with a more efficient and supportive platform. The role involves managing and growing client relationships while developing personalized financial strategies.
Responsibilities
- Manage and grow an existing client base
- Build and maintain long-term relationships with high-net-worth clients
- Develop personalized financial strategies
- Identify opportunities to expand client relationships
- Focus on higher-value advisory services
Skills
- 10+ years of wealth management experience
- Active Series 7 license required
- Strong client relationship and communication skills
- Growth-focused and entrepreneurial mindset
- Series 66 preferred
- Established book of business preferred
Benefits
- Flexible 1099 or W2 options
- Benefits available for W2 employees
- Transition and sign-on support
- Strong operational and back-office support
- Remote/hybrid flexibility
Company Overview