Job description
Associate Advisor - Remote
Compensation: $65K-$85K base + bonus
We're hiring an Associate Advisor on behalf of our client-a growing wealth management firm built for remote-first teams.
This is a true partnership role: you'll team up with one of our Sales Advisors (VP level) to onboard and serve a growing client base, working together to hit - and beat - annual new-asset goals.
Why this role?
- A real growth path - start by shadowing and prepping meetings, and grow into owning the client relationship
- Direct partnership with a VP-level Sales Advisor who's counting on you
- Hands-on experience in Fixed Indexed Annuities and advisory planning
- The flexibility of fully remote work, with the tools and autonomy to do your best work
What you bring:
- Series 65 and Life, Accident & Health (LAH) licensing
- Prior sales or service experience with Fixed Indexed Annuities (FIA) and advisory
- Working proficiency with MoneyGuide Pro and/or Nitrogen
- A demonstrated track record of thriving in a remote role
How you'll grow:
- Start: Shadow the Sales Advisor, coordinate meeting prep for 2nd and 3rd appointments, and guide prospects through the sales process to becoming clients
- Transition: Step out of first appointments while continuing to prep the Sales Advisor and coordinate clients through onboarding
- Mature state: Serve as the central point of contact for clients, running most or all service meetings
Sound like you? Let's talk.
You'll be taken to the employer's application page.