Financial Advisor & Planner - Investment Services

Overview

The Financial Advisor & Planner supports Personal Wealth investment clients in the Premier account and brokerage services. The role manages an assigned book of clients, providing financial planning, investment guidance, and relationship support without prospecting.

What you'll do

• Retain assets under management through proactive communication and education.
• Manage client relationships through phone and email.
• Coordinate with internal departments to resolve client needs.
• Discuss portfolios, markets, and economic topics with clients.
• Provide financial planning on retirement, savings, and education strategies.
• Collaborate with planning specialists on complex financial plans.
• Coordinate administrative issues with operational teams.

What you'll need

• Bachelor’s degree or higher in business, finance, or a related field.
• At least 4 years of financial services experience.
• Experience building business relationships and supporting customer satisfaction.
• Knowledge of investment products and industry services.
• Current FINRA Series 7 registration.
• Current FINRA Series 63 and 65 registrations.
• FINRA fingerprinting upon hire.

Nice to have

• Experience achieving performance goals.
• Strong verbal and written communication skills.
• Ability to compare investment options and products for suitability.
• Operational, organizational, interpersonal, and collaboration skills.

Details

• Nationwide remote position.
• Base salary range: $59,700–$84,300 per year.
• Applicants must be authorized to work for any employer in the United States.