Financial Advisor Assistant for LPL; Schwab; Fidelity - RIAS and Independent BDs jobs in United States
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REMOTE ADVISOR RESOURCES ยท 4 days ago

Financial Advisor Assistant for LPL; Schwab; Fidelity - RIAS and Independent BDs

positionUnited States
timeFull-time
remoteRemote
seniorityMid Level
money$73K/yr - $100K/yr
date3+ years exp

Remote Advisor Resources is a company that offers flexible working opportunities for Financial Advisor Assistants. The role involves working as an Independent Contractor with Financial Advisors and assisting them in managing client relationships.

AdviceFinanceFinancial Services

Responsibilities

Assist Successful Financial Advisors all over the country

Qualification

Broker Dealer experienceLPL FinancialSchwabFidelity/WealthscapeCRM knowledgeDetail OrientedSelf-Starter

Required

Experience with a Broker Dealer and Financial Advisor (3 years Minimum)
Assist Successful Financial Advisors all over the country
LPL Financial, Schwab, Fidelity/Wealthscape Platforms
Knowledge of CRMs - Redtail; Salesforce; Wealthbox and more
Detail Oriented
Self-Starter
Flexible schedule - work from your home

Benefits

Flexible schedule

Company

REMOTE ADVISOR RESOURCES

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Remote Advisor Resources provides remote staffing and resources to financial advisors.
dateFounded in 2017
location
Dallas, Texas, USA
people-size11-50 employees
web-link
https://remoteadvisorresources.com

Funding

Current Stage
Early Stage

Leadership Team

P
Penne Stafford
Founder, CEO and Administrator
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Company data provided by crunchbase