Certified Financial Advisor

What you’d do

Provide financial advice and planning remotely, helping clients establish and maintain long-term investment strategies and manage tax and financial goals. Work full time collaborating with advisors and specialists. Found on the employer's careers page on Oct 23, 2026. Apply through the link.

You’ll need

• Certified Financial Planner® designation
• Series 7, 63, or 66 license or ability to acquire in 3 months
• 3+ years advisory experience for Financial Advisor or 5+ years for Senior Financial Advisor
• Experience in advice planning, book of business management, relationship management
• Full-time remote schedule