Remote Financial Advisor Assistant for LPL; Schwab; Fidelity - RIAS and Independent Advisors jobs in United States
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REMOTE ADVISOR RESOURCES ยท 18 hours ago

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

positionUnited States
timeFull-time
remoteRemote
seniorityMid, Senior Level
money$73K/yr - $100K/yr
date5+ years exp

Remote Advisor Resources is a company that provides support to Financial Advisors across the country. They are seeking a Financial Advisor Assistant to work as an Independent 1099 Contractor, providing assistance to high net worth Advisors with flexibility in scheduling.

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 (5 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