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Remote Financial Advisor

Champaign, IL

Posted: 10/13/2023 Employment Type: Permanent Category: Finance Job Number: 21813-1 Location Requirements: Industry: 0

Job Description

A reputable financial services firm is on the lookout for a Remote Financial Advisor to join their team!  The company is based out of Champaign, IL but is open to candidates from any location.  This role is perfect for an RIA looking to transition their book of business or an experienced advisor who is looking to expand their business as an independent 1099 contractor, where you will benefit from the support and resources of an established firm, while setting your own schedule and maximizing your earnings potential.  If you’re ready to take charge of your future and thrive in a role that rewards our autonomy and ambition, apply for this exciting, fully remote opportunity today!

Pay Range: $90,000 - $100,000 DOE
 
Responsibilities:

  • Manage and grow your book of business
  • Develop and complete Investment Policy Statements for clients
  • Maintain daily client interactions
  • Collaborate with owner to discuss market trends and strategies
  • Coordinate clients with estate planners, tax professionals, and other experts
  • Provide exceptionally good service to clients
  • Gradually transition clients towards a streamlined trading approach based on risk tolerance surveys and allocations, including ETFs, mutual funds, bonds, individual corporate bonds, and stocks
  • Utilize TradePMR as the RIA investment platform

Requirements:
  • 3-7 years minimum experience as a Financial Advisor
  • Experience in RIA with a focus on tier-based book of business or flat fee-based models
  • Series 65 certification
  • Bachelor's degree
  • CFP designation is preferred

Benefits: 
  • 1099 status with potential for insurance/benefits arrangement
  • Growth opportunities

To continue to grow your career, while providing exceptional service to clients, apply now!

#INDRTE #LI-POST #LI-REMOTE #LI-BM1
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About Champaign, IL

Ready to embark on a rewarding career journey in the vibrant city of Champaign, Illinois? This dynamic region, known for its blend of college-town charm and bustling urban life, offers a plethora of job opportunities waiting to be explored. Home to the University of Illinois Urbana-Champaign, this area boasts a thriving cultural scene with renowned art galleries, theaters like the Krannert Center for the Performing Arts, and diverse dining options ranging from classic American fare to trendy food trucks. Experience the excitement of cheering on the Fighting Illini at State Farm Center or unwind at the picturesque Meadowbrook Park. Join us in Champaign, where career growth meets a unique blend of culture, entertainment, and community spirit. Start your job search today!
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