Client Advisor remote jobs - 439 jobs

Remote Licensed Financial Services Representative Type: Commission-Based Independent Contractor About Us: Cirkal Financial Services is a growing national firm dedicated to helping individuals, families, and businesses achieve financial security through life insurance, retirement planning, and wealth-building strategies. Our mission is to empower communities through financial literacy and smart financial solutions. Position Overview: We're seeking motivated, individuals willing to become licensed financial professionals who are passionate about helping clients protect and grow their wealth. As a Remote Financial Services Representative, you'll have the flexibility to work from anywhere, access comprehensive training, and represent top-tier financial products and carriers. Responsibilities: Educate clients on life insurance, annuities, and financial planning options Develop customized strategies to meet client needs Build long-term client relationships through trust and service excellence Maintain required state licenses and compliance standards Qualifications: Active state Life & Health Insurance License (or willingness to obtain) Strong communication and interpersonal skills Self-motivated and entrepreneurial mindset Experience in sales, finance, or customer service a plus What We Offer: Remote flexibility with unlimited earning potential Access to top carriers and products Ongoing mentorship and professional development Advancement opportunities within Cirkal Financial Services To Apply: Send your resume or inquiry to []

We are seeking a Financial Professional, Part-Time or Full-Time to join our team immediately! Our firm is rapidly expanding across North America. Our goal is to take an educational approach and deliver our expertise to people from all walks of life. We provide a complimentary financial plan for anyone who needs help or feels they are being overlooked by the traditional financial services industry. This is a professional position for individuals who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions (because we only promote from within). You DO NOT need to quit your EXISTING CAREER. NO experience is necessary for the right candidate. FULL world-class training is provided. Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (including but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance). Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, we are looking for you! OUR COMPANY OFFERS: Full, In-Depth Training Program Flexible Schedule Part-Time and Full-Time Positions Available Exciting Work Environment Unlimited Growth Potential Work From Home KEY RESPONSIBILITIES: Study, learn, and execute with on-the-job training Shadow client meetings, plan designs and presentations Analyze client financials to determine their needs and risk tolerance Review available options for clients Recommend which areas or services fit the client's need Participate in marketing and expansion strategies and efforts QUALIFICATIONS: Minimum 18 years of age Legal U.S. Resident, Citizen, or Work Permit with SSN Valid US government issued ID Soft background check required No criminal history/record A working laptop and internet connection Able to complete licensing requirements within 30 days Accountable with a high level of integrity PREFERRED QUALITIES: We are looking for individuals that have the following qualities and mindset: Honesty and integrity are characteristics you live by. You value and believe in our mission and cause. You have an entrepreneurial spirit. You are constantly looking for personal growth. You are a leader or want to learn to lead. You are a self-starter and goal-oriented. You can work independently and work well as a team player. Sports/Club/Team Background, Sales, and Teaching experience is always a plus. INCOME MODEL: 1099 Contractor Commission income with no ceiling or cap (one client may result in $2,500 and next might be $20,000) Residual income per annual client contract anniversary Passive income base for agency development Equity asset and full business ownership Bonuses World travel ENVIRONMENT: Incredible training program and positive team environment. Must be passionate about learning and helping individuals, families, and businesses with short, mid, and long-term financial goals: retirement planning, college, life planning, investments, wealth preservation, wills, estates, trusts, etc. Training and work hours are flexible. As an independent professional, you are in control and manage your schedule. The right business-minded individual is motivated to invest their time to help others. Commission-based position (1099). NO prior certification, experience, or education is necessary. Work from home or remote. We have a strong and resilient history working with students, graduates, military, professionals, and diverse ethnicities to develop high-touch financial professionals and leaders in a professional and lucrative industry. Do not apply if you live outside the U.S. Do not apply if you are looking for a work visa.

Were hiring a Client Support Advisor to assist clients by providing guidance, coordinating details, and delivering a smooth, high-quality experience from start to finish. This fully remote role is ideal for someone whos organized, people-focused, and comfortable working independently. What Youll Do: Communicate with clients to understand needs and preferences Provide support, recommendations, and timely follow-ups Coordinate scheduling, confirmations, and updates Deliver professional, friendly client support What Were Looking For: Strong communication and organizational skills Customer service or client-facing experience (preferred, not required) Self-motivated and comfortable working remotely Reliable, detail-oriented, and tech-comfortable Citizenship in Mexico, US, Uk, and Australia Why This Role Stands Out: 100% remote flexibility Training and ongoing support provided Clear growth opportunities

SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team. In this role, you will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans. Key responsibilities include coordinating account openings and portfolio administration, preparing client presentations, supporting trading and portfolio monitoring, handling client requests, and collaborating with tax and estate planning professionals. You'll work closely with senior team members to deliver a seamless and sophisticated client experience. The ideal candidate is organized, proactive, and team-oriented, with exceptional communication skills, strong attention to detail, and a commitment to delivering best-in-class service with discretion and professionalism. This role is located in Los Angeles, CA. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities • Support the implementation and maintenance of clients' investment and strategic financial plans • Coordinate account openings, transfers, and ongoing portfolio administration • Prepare customized client meeting materials, presentations, and reports • Monitor portfolios to ensure alignment with target asset allocations and investment guidelines • Confirm and track trading activity and other investment-related transactions • Serve as a point of contact for client inquiries, ensuring timely and accurate responses • Collaborate with tax advisors, estate planners, and other professionals to address clients' broader financial needs • Contribute to ad-hoc projects and analysis to enhance client service and operational efficiency • Maintain a high level of accuracy, organization, and discretion in handling confidential client information • Ensure all client-related activities are compliant with firm policies and regulatory standards Qualifications • Minimum of a Bachelor's degree in Finance, Economics or other related discipline • Interest in pursuing an advanced degree and or professional certification (CFA, CFP, etc.) preferred • 0-3 years of relevant professional experience • Strong proficiency in Microsoft Word, Excel, and PowerPoint (experience with applications such as Addepar or RedBlack would be additive) • Excellent organizational, prioritization, and time management skills • Analytical with a strong attention to detail; problem solve effectively • High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment • Strong written and oral communication skills The annualized base pay range for this role is expected to be between $70,000 - $90,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include a meaningful annual cash opportunity and a comprehensive benefits package. #LI-BG1 SCS Financial, Focus Partners Family Office and OCIO, is a leading fiduciary wealth and investment management firm that focuses on ultra-high-net-worth individuals, families, and institutions. SCS puts clients' interests first and helps wealthy families and institutions feel secure and confident in their financial futures. We deliver an integrated approach to family office and investment management, encompassing critical areas across financial planning, multi-asset class portfolio management including private investments, and a powerful technology platform. SCS manages over $42 billion in assets and is headquartered in Boston with additional offices in Atlanta, Charlotte, Dallas, Lexington, Los Angeles, Nashville, New York, Portsmouth, Providence, Tampa, and West Palm Beach. For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Are you seeking a remote opportunity that offers flexibility, independence, and professional growth? We are expanding our outreach team and looking for driven individuals who enjoy connecting with people, explaining solutions clearly, and working toward meaningful outcomes. This role is ideal for self-motivated professionals who want control over their schedule while contributing to a purpose-driven organization. Position Overview As a Sales Client Advisor, you will speak with individuals who have already requested information about our offerings. Your role is to listen, educate, and walk them through available options so they can make confident decisions. There is no cold calling conversations are scheduled in advance with interested parties. What You'll Do Conduct scheduled phone or virtual consultations with prospective clients Identify needs and explain program options in a clear, professional manner Document conversations and follow-up actions using provided systems Introduce and explain financial options such as life insurance, indexed universal life policies, and annuities Attend optional coaching sessions and skill-building trainings Uphold company values through ethical, service-focused communication What We Offer Work-From-Anywhere Flexibility: Set your own hours and manage your workflow Training & Resources: Access to onboarding materials, call frameworks, and ongoing learning opportunities Earnings Based on Results: Compensation is commission-based and tied to successful client outcomes Positive Team Culture: A collaborative environment focused on growth and development Optional Coverage Access: Independent contractors may explore medical, dental, and vision exchange plans Ideal Candidates Are Confident communicators who enjoy one-on-one conversations Self-directed professionals who stay organized and follow through Goal-focused individuals who value consistency and improvement Open to feedback, coaching, and personal development Equipped with a quiet workspace and reliable high-speed internet Eligibility & Requirements This is a 1099 independent contractor role, and applicants must be legally authorized to perform contract work in the United States. If you're looking for a remote opportunity that values communication skills, consistency, and initiative, we encourage you to apply and explore whether this role aligns with your goals.

Our Approach Adelman Travel, a BCD company, is a leading global travel management company headquartered in Milwaukee, WI, USA. With over 40 years of experience, we pride ourselves on being an indispensable partner to our clients. The cornerstone of our approach is based on our commitment to blend Modern Execution with Traditional Service . The travel industry is rapidly evolving with technology at its core, and Adelman Travel is committed to blending cutting-edge solutions with the personalized care and professional expertise that sets us apart. Our promise to deliver successful travel programs to our customers is rooted in our ability to innovate, collaborate and execute. This is our true foundation and the premise that will carry us forward to the future. Our Culture The Adelman culture starts with respect for others. We are devoted to transparency, accountability and finding meaningful solutions together. We are passionate about doing what's right and coming together to help each other achieve our best. This results in delivering people-first programs to our clients, powered by extraordinary service and innovative solutions. If you share this same passion and commitment to service and innovation and would like to join a supportive, results-driven, and positive team, we would love to hear from you. Position Overview Adelman Travel is looking for an enthusiastic individual to fill the role of Client Success Advisor. In this role you will be responsible for maintaining and expanding relationships with clients of the organization by managing the company's business objectives. This is accomplished through promoting growth of existing business, process improvement plans and technologies, ensuring standard operating procedure are maintained, customer education and consultation, selling and implementing new products, maintaining positive account relationships, identifying, escalating and ensuring resolution of problems through collaboration with internal departments and ensuring follow through and resolution of service issues, and maximizing revenue as well as savings and cost cutting opportunities. Additionally, this role assists the sales department with bringing in new business as well as implementing that business. How You'll Contribute to Our Mission Ensuring customer satisfaction levels and standard operating procedures are maintained, by advising, selling, implementing, monitoring and benchmarking the company's technologies and services, creating customer reviews to execute and monitor measurements, creating and maintaining service level agreements (SLA) and key performance indicators (KPIs), auditing operations. Recommending and implementing internal and external process improvement plans. Effectively and profitably retaining business to include involvement in re-bids. Analyzing data in order to consult with the customer across all aspects of the travel program. Pursuing and developing customer relationships at all levels including key influencers, introducing internal Company staff to customer as applicable to situation, and using education opportunities for company products, services and industry trends to build brand awareness. Maintaining profitability margins and meeting Company financial objectives. Pursuing and maximizing all revenue opportunities. Participating in the sales process including involvement with all implementation calls on newly acquired business. Demonstrating and communicating the value of Adelman products and services. What Makes You a Great Fit Experience developing and maintaining strategic relationships and managing key partnerships, with the ability to negotiate profitable contracts. Excellent communication skills, with the ability to listen to and understand intricate customer opportunities to create unique and exceptional solutions. Ability to negotiate and collaborate with multiple stakeholders. Aptitude and ability to learn and familiarize yourself with travel industry process and terminology as well as with new and ever-changing technology. Robust interpersonal and relationship skills with the ability to get along with a wide variety of personalities. Three plus years of B2B experience including competitor awareness with a willingness to learn and understand product and service offerings. Superior written and oral communication skills along with the ability to articulate and present materials in a professional environment.

We are seeking a Remote Client Experience Advisor to support clients with planning, booking coordination, and general guidance - all from home. Key Responsibilities Assist clients with options and provide accurate information Coordinate hotel, transportation, and related arrangements Communicate updates and respond to client questions promptly Prepare and share confirmations and itineraries Review details for accuracy and completeness Provide friendly and helpful guidance throughout the planning process Qualifications Strong customer service and communication skills Organized, detail-oriented, and reliable Comfortable using online tools and platforms Interest in hospitality and client support Ability to work independently and manage time effectively What We Offer Fully remote, work-from-home flexibility Training and ongoing support Access to planning tools and resources Friendly and collaborative team environment

About Coalfire Coalfire is on a mission to make the world a safer place by solving our clients' hardest cybersecurity challenges. We work at the cutting edge of technology to advise, assess, automate, and ultimately help companies navigate the ever-changing cybersecurity landscape. We are headquartered in Chicago, Illinois with offices across the U.S. and U.K., and we support clients around the world. But that's not who we are - that's just what we do. We are thought leaders, consultants, and cybersecurity experts, but above all else, we are a team of passionate problem-solvers who are hungry to learn, grow, and make a difference. Position Summary Join Our Team as a Senior Cloud Services Consultant! Are you passionate about cloud technology and eager to make a significant impact? As a Senior Cloud Services Consultant, you'll play a crucial role in driving customer success by understanding our clients' businesses and delivering innovative cloud solutions. This is your chance to join a dynamic team and help shape the future of cloud services!What You'll Do Lead Exciting Cloud Projects: Take charge of large-scale cloud engagements, whether starting from scratch (greenfield) or improving existing setups (brownfield). Be the Go-To Expert: Provide both subject matter expertise and project management skills, serving as the main point of contact for our engagement teams. Ensure Compliance: Design and operate compliance monitoring activities to meet internal security policies and applicable laws. Shape Cloud Strategies: Contribute to cloud program management, service delivery models, and strategic planning. Create Impactful Reports: Develop and review reports and presentations for both technical and executive audiences. Mentor and Grow Talent: Provide mentorship and coaching to help staff enhance their technical and consulting skills. Manage Risks and Progress: Keep stakeholders informed about progress and expected outcomes while managing risks effectively. Stay Ahead of Trends: Leverage industry knowledge to identify and address engagement and client service issues. Collaborate Closely: Work with engagement managers to co-lead and own multiple parts of the engagement delivery. Deliver Quality Services: Ensure high-quality work products are delivered within expected timeframes and budgets. Engage with Clients: Develop client cloud and security strategies, perform reviews of cloud configurations, and document requirements clearly. Design Compliant Solutions: Assist in designing Federal and Defense compliant cloud infrastructure and solutions. Advise on Technology Stacks: Provide guidance on AWS, Azure, and GCP platforms. Build Relationships: Work with prospective clients to identify opportunities, scope engagements, and build strong relationships. Why You'll Love Working Here: Flexible Remote Work: Enjoy a fully remote position with a work arrangement designed to maximize productivity while maintaining strong team connections. Collaborative Culture: Join a team that values effective communication, clear documentation, and a collaborative atmosphere where everyone can thrive. Focus on Outcomes: We prioritize outcomes over hours worked, offering a management style that sets context rather than asserting control. Work-Life Balance: Emphasis on work-life balance and flexibility, with dedicated channels for casual conversation and connection. Travel Opportunities: Occasionally travel (10-20%) to customer locations in the US and internationally. What You'll Bring Excellent Skills: Strong communication, organizational, and problem-solving skills. Extensive Experience: Bachelor's degree (four-year college or university) or equivalent combination of education and work experience. 6+ years of security systems engineering and architecture experience, and 5+ years supporting cloud architecture in AWS, Azure, or GCP. Framework Familiarity: Knowledge of frameworks like FedRAMP, FISMA, CMMC, SOC, ISO, HIPAA, HITRUST, PCI, etc. Professional Services Experience: Previous experience supporting clients within a professional services organization. Technical Expertise: Deep knowledge of AWS, Azure, or GCP platform capabilities and services. Critical Thinking: Ability to balance security requirements with mission needs and make risk-based recommendations Project Management: Fundamental understanding of popular project oversight and management principles such as Agile, Scrum, and Waterfall. Bonus Points Certifications: CISSP, CISM, CISA, AWS Solutions Architect - Professional, Azure Solutions Architect Expert, Google Cloud - Professional Cloud Architect, GIAC Public Cloud Security, PMP. Networking Experience: Cloud-based networking experience with tools like Palo Alto, Cisco ASAv, VPC peering, Transit Gateway, etc. Technical Tools: Experience with Visio, Jira, or MS Project. Encryption Knowledge: Understanding of encryption technologies (TLS/SSL, encryption, PKI). Coding: Terraform, CloudFormation, Python, Powershell, Bash Ready to make a difference and grow your career in cloud services? Apply now and join our team of passionate professionals!Why You'll Want to Join Us At Coalfire, you'll find the support you need to thrive personally and professionally. In many cases, we provide a flexible work model that empowers you to choose when and where you'll work most effectively - whether you're at home or an office. Regardless of location, you'll experience a company that prioritizes connection and wellbeing and be part of a team where people care about each other and our communities. You'll have opportunities to join employee resource groups, participate in in-person and virtual events, and more. And you'll enjoy competitive perks and benefits to support you and your family, like paid parental leave, flexible time off, certification and training reimbursement, digital mental health and wellbeing support membership, and comprehensive insurance options. At Coalfire, equal opportunity and pay equity is integral to the way we do business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. Coalfire is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation to participate in the job application or interview process, contact our Human Resources team at *****************************.

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at Northwestern Mutual Bouchard Financial Group! Are you an athlete at heart with a passion for teamwork and competition? Bring your sports background to a dynamic career as a Financial Advisor with Northwestern Mutual - Bouchard Financial Group! Why Current and Former Athletes Could Thrive Here: We recognize the unique strengths and qualities that former and current athletes bring to the table. Athletes could excel in our environment because of their inherent drive, discipline, and competitive spirit, which are essential traits for success in the insurance and financial services industry. Heres why athletes could thrive with us: Teamwork and Collaboration: Just like in sports, our success depends on teamwork and collaboration. Athletes naturally excel in a team setting, working together towards common goals and supporting each other to achieve the best results for our clients. Resilience and Determination: Athletes are accustomed to facing challenges and persevering through difficult situations. This resilience translates well to the professional world, where overcoming obstacles and staying focused on long-term goals are key to building a successful career. Goal-Oriented Mindset: The drive to set and achieve goals is second nature to athletes. This goal-oriented mindset helps our representatives stay motivated and committed to helping clients achieve their financial objectives. Discipline and Time Management: Balancing training, competitions, and academics instills a strong sense of discipline and time management in athletes. These skills are invaluable in managing a client portfolio, meeting deadlines, and maintaining a high level of productivity. Competitive Spirit: The competitive nature of athletes fuels their desire to excel and be the best in their field. This competitive spirit drives our representatives to continuously improve, exceed performance targets, and deliver exceptional service to clients. Our thriving offices are located at: 10070 Daniels Interstate Court #230 Fort Myers, FL 33913 4851 Tamiami Trail North Suite 302 | Naples, FL 34103 Meet Our Team: Jesse Bouchard, Managing Director: Time with NM: 20 years Prior to NM: Customer service and hospitality/restaurant industry Passionate About: Traveling, spending time with family, enjoying the beach, and dining out. Garrett Groshek, Financial Advisor: Time with NM: 5 years Prior to NM: Professional football player Passionate About: Sports and spending time with his wife and their son. Jesi Jarosz, Financial Advisor: Time with NM: 4 years Prior to NM: Flight attendant and health insurance Passionate About: Food, time with friends and family, faith, and travel. Gardel Espinal, Financial Advisor: Time with NM: 3 years Prior to NM: Model and auto show product specialist Passionate About: Working out, reading, spending time with family, basketball, and traveling. Key Responsibilities: As a Financial Advisor, your primary role will be to engage with clients to understand their comprehensive financial needs, providing personalized guidance to help them achieve their financial protection and planning goals. You will design and implement tailored strategies that safeguard clients' assets, income, and overall financial well-being, ensuring their long-term security. Regularly reviewing and updating clients' financial plans and insurance policies to reflect any changes in their circumstances or goals will be crucial to ensure continuous protection. Additionally, you will cultivate a robust network of clients through referrals, active community involvement, and professional associations. Qualifications: We prefer candidates with a bachelor's degree in finance, business, or a related discipline. While prior experience in insurance, financial services, or business development is beneficial, it is not mandatory. Successful candidates will possess excellent interpersonal and communication abilities, strong analytical skills, and the capability to build lasting client relationships. We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. You will be required to obtain state insurance licenses, with training provided and sponsorship considered. Benefits: You will have continuous access to training and development programs, with sponsorship for advanced certifications to enhance your expertise. We offer a lucrative compensation structure including performance-based incentives and unlimited earning potential. You will receive extensive support from a dedicated planning team, marketing resources, and experienced mentors. Enjoy the flexibility to design a work schedule that aligns with your personal and professional goals. Most importantly, you will play a pivotal role in helping individuals and families secure their financial future, making a lasting difference in the community. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Jesse Bouchard is a General Agent of NM and not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

JD with contracts, compliance or law firm conflicts experience? Client Agreements Advisor - REMOTE - for top tier global law firm. This position is in the Compliance department. **Prior experience working with outside counsel guidelines and fee agreements is required. This is a high visibility role that involves reviewing client agreements according to outside counsel guidelines. JD is a hard requirement. This position is responsible for leading analysis of/response to client terms of engagement. This analytical role ensures that agreements to non-standard terms are consistent, mitigate risk, and to the extent possible reflect business interests of the firm. Candidate will advise and work with the Client Agreements Manager and senior attorneys to manage the review, response and implementation of non-standard terms. Duties: Develop/maintain knowledge of business policies and practices, legal and ethical considerations, insurance requirements and guidance relating to firm agreements. Assess outside counsel guidelines and other non-standard terms to identify potential issues. Draft internal assessments and proposed approaches based on evaluation. Lead senior attorneys in discussions of issues, considerations, and proposed approaches. Prepare client-facing comments and responses to terms. Coordinate with senior attorneys regarding discussions and negotiations with clients. Respond to due diligence questionnaires. Manage outside counsel guidelines database and share key information with all necessary stakeholders. Conduct extensive research using firm databases, business research resources and discussion with internal subject-matter experts. Position Requirements: JD required. Two or more years of law firm or equivalent experience in a legal setting. Must have experience in and enjoy reviewing/retaining/comprehending large volumes of information (contracts). Demonstrated ability to process, organize and assess complex information to determine logical conclusions and effective solutions. Demonstrated ability to clearly and concisely synthesize complex business and legal concepts verbally and in writing. Highly developed business research abilities. Strong interpersonal skills to establish close working relationships and simultaneously balance needs and views of different stakeholders. Understanding of the complexities of business and legal relationships in a global economic environment. Salary is $102 143k commensurate with experience, + generous benefits package.

Job DescriptionIf you're confident leading client conversations, this role allows you to lean into that strength. Backend systems are handled for you. Execution is the focus. For over 15 years, we've helped entrepreneurial people create successful businesses helping families make smarter financial decisions. We teach you a proven system, provide world-class mentorship, and give you the tools to succeed. You bring the drive and discipline to make it happen. What You'll Do Work remotely, on your own schedule, helping families protect what matters most. Use our proven process to recommend solutions that fit their needs and budget. Show families how to eliminate debt, protect income, and secure their future-often without increasing their monthly expenses. This isn't about selling “policies”-it's about solving problems, building trust, and earning income by providing real value. What You Get True Business Ownership: You're in control of your schedule, income, and growth. Mentorship That Works: Learn directly from industry leaders who've built 6- and 7-figure businesses themselves. Proven Systems & Tools: You'll never have to reinvent the wheel. Scalable Income: No cap on earnings. Bonuses and incentive trips for top performance. Flexibility: Part-time or full-time-your choice. Group health, dental, and vision benefits available. You'll never be micromanaged, but you won't be alone. What We Look For Entrepreneurial Mindset: You take ownership of your work and results. Coachable Attitude: You're open to learning and applying what works. Work Ethic: You stay consistent and follow through. We don't care where you come from-we care where you're headed. If you lead by example, stay focused, and treat this like the business it is, you can build something that lasts. If you're ready to build a business that reflects your values, supports your lifestyle, and grows with your effort-let's talk. No pressure. No gimmicks. Just a conversation to see if this is the right fit for you. Requirements 18+ and authorized to work in the U.S. 100% Commission 1099 Able to pass a background check and complete licensing (we'll guide you through it). Prior experience in sales, customer service, leadership is required. Comfortable working remotely and independently. Benefits All-Expenses-Paid Vacations - Travel to dream destinations like Puerto Rico, Italy, Portugal, Mexico, and more-fully paid based on performance. Work-from-Anywhere Flexibility - 100% remote with control over your schedule and income. Earn Time & Money - System-driven income model gives you the power to create both financial freedom and time freedom. True Agency Ownership - Build your own business with real contractual ownership. Legacy Business Transfer - Pass your agency to a loved one and create generational wealth. Free Life Insurance - One full year of coverage included for qualifying agents. Up to $500,000 in Life Coverage - Access large term coverage (up to 30 years) as a benefit. Health Benefits Access - Affordable medical, dental, and vision coverage available through a partner provider. Award-Winning Culture - Named a top company culture by Entrepreneur and a fastest-growing company by Inc. 5000 . • • Mentorship & Training - Plug into proven systems and real-time coaching to level up fast.

AO is seeking motivated and service-driven Life & Health Insurance Agents who are ready to build a rewarding career with long-term growth, flexibility, and meaningful impact. This opportunity is ideal for professionals who want to take control of their income, develop their skills, and help individuals and families protect their financial futures. Whether you are an experienced insurance professional or transitioning into the industry, AO provides the training, mentorship, and resources needed to succeed in a remote, performance-driven environment. Why Join AO Uncapped Earning Potential: Commission-based compensation with bonus opportunities tied directly to performance. 100% Remote Work: Build your career from anywhere in the U.S. while maintaining flexibility and balance. Comprehensive Training & Mentorship: Industry-leading training programs designed to support both new and experienced agents. Incentive & Recognition Programs: Opportunities to qualify for travel rewards and performance-based recognition. Growth-Focused Culture: A collaborative, supportive environment that encourages advancement and shared success. Key Responsibilities Educate clients on available life and health insurance options and recommend solutions tailored to their needs. Build and maintain long-term, trust-based client relationships. Set and work toward personal performance goals in a commission-based environment. Stay informed on product offerings, industry changes, and best practices. Utilize digital tools and virtual platforms to manage client interactions efficiently. Ideal Candidate Profile Goal-oriented, self-motivated professionals driven by performance and growth. Strong interpersonal and communication skills with a client-first mindset. Eagerness to learn, develop professionally, and pursue leadership opportunities. Adaptable and resilient individuals who thrive in a fast-paced environment. Comfortable working independently while contributing to a team-oriented culture. Why This Opportunity Stands Out At AO, success is built through mentorship, accountability, and opportunity. Agents are empowered to grow their careers on their own terms while making a meaningful difference in the lives of those they serve. This role offers both immediate earning potential and long-term professional development within a stable, established organization. Ready to Take the Next Step? If you're ready to build a career that combines flexibility, financial growth, and purpose, we encourage you to apply. Interviews are conducted virtually via Zoom for convenience. Apply today and begin your journey toward a rewarding career with AO. Eligibility Requirements Must be a U.S. resident or citizen. Must be physically located and legally authorized to work in the United States.

SCS Financial is seeking a highly motivated Associate, Client Advisor to join our growing team. In this role, you will support the financial and investment needs of ultra-high-net-worth clients by helping implement and manage strategic and investment plans. Key responsibilities include coordinating account openings and portfolio administration, preparing client presentations, supporting trading and portfolio monitoring, handling client requests, and collaborating with tax and estate planning professionals. You'll work closely with senior team members to deliver a seamless and sophisticated client experience. The ideal candidate is organized, proactive, and team-oriented, with exceptional communication skills, strong attention to detail, and a commitment to delivering best-in-class service with discretion and professionalism. This role is located in Los Angeles, CA. Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 day per week, or as assigned by their team leader. Primary Responsibilities • Support the implementation and maintenance of clients' investment and strategic financial plans • Coordinate account openings, transfers, and ongoing portfolio administration • Prepare customized client meeting materials, presentations, and reports • Monitor portfolios to ensure alignment with target asset allocations and investment guidelines • Confirm and track trading activity and other investment-related transactions • Serve as a point of contact for client inquiries, ensuring timely and accurate responses • Collaborate with tax advisors, estate planners, and other professionals to address clients' broader financial needs • Contribute to ad-hoc projects and analysis to enhance client service and operational efficiency • Maintain a high level of accuracy, organization, and discretion in handling confidential client information • Ensure all client-related activities are compliant with firm policies and regulatory standards Qualifications • Minimum of a Bachelor's degree in Finance, Economics or other related discipline • Interest in pursuing an advanced degree and or professional certification (CFA, CFP, etc.) preferred • 0-3 years of relevant professional experience • Strong proficiency in Microsoft Word, Excel, and PowerPoint (experience with applications such as Addepar or RedBlack would be additive) • Excellent organizational, prioritization, and time management skills • Analytical with a strong attention to detail; problem solve effectively • High energy and highly self-motivated with the ability to thrive in an entrepreneurial environment • Strong written and oral communication skills The annualized base pay range for this role is expected to be between $70,000 - $90,000. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set. The base pay is just one component of the total compensation package for employees. Other rewards may include a meaningful annual cash opportunity and a comprehensive benefits package. #LI-BG1 Focus is a leading partnership of fiduciary wealth management and related financial services firms. Focus provides access to best practices, greater resources, and continuity planning for its affiliated advisory firms, which serve individuals, families, employers, and institutions with comprehensive financial services. Focus firms and their clients benefit from the solutions, synergies, scale, economics, and best practices offered by Focus to achieve their business objectives. For more information about Focus, please visit ******************************* The following language is for US based roles only For California Applicants: Information on your California privacy rights can be found here For Indiana Applicants: It is unlawful for an employer to discriminate against a prospective employee on the basis of status as a veteran by refusing to employ an applicant on the basis that they are a veteran of the armed forces of the United States, a member of the Indiana National Guard or a member of a reserve component. For Maryland Applicants: I UNDERSTAND THAT UNDER MARYLAND LAW, AN EMPLOYER MAY NOT REQUIRE OR DEMAND, AS A CONDITION OF EMPLOYMENT, PROSPECTIVE EMPLOYMENT OR CONTINUED EMPLOYMENT, THAT ANY INDIVIDUAL SUBMIT TO OR TAKE A POLYGRAP OR SIMILAR TEST. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100. For Massachusetts Applicants: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this shall be subject to criminal penalties and civil liability. For Montana Applicants: If hired, the employment relationship is governed by the Wrongful Discharge from Employment Act. Mont. Code Ann. Section 39-2-901. For Rhode Island Applicants: Focus is subject to Chapters 29-38 of Title 28 of the General Laws of Rhode Island and is therefore covered by the state's workers' compensation law. If you willfully provide false information about your ability to perform the essential functions of the job, with or without reasonable accommodations, you may be barred from filing a claim under the provisions of the Workers' Compensation Act of the State of Rhode Island if the false information is directly related to the personal injury that is the basis for the new claim for compensation. The Company complies fully with the Americans with Disabilities Act.

Job Description This role is suited for people wanting work-from-home flexibility and consistent support. You'll meet with clients virtually to help them review protection options. You will guide warm leads through a straightforward enrollment process. What We Provide Training & mentorship (no experience required) Access to reputable insurance carriers Optional third-party benefits and incentive opportunities Remote work with flexible scheduling Trips, bonuses, and optional benefits are performance-based and not guaranteed. Requirements Life Insurance License (or willing to obtain - state timelines vary) Authorized to work in the U.S. Must pass a background check Self-motivated and comfortable working independently Prior sales, service, or leadership experience is helpful but not required Compensation Commission paid directly by partnered carriers Earnings are based on individual sales performance Opportunities for higher commission tiers and bonuses based on results How to Apply If you're looking for a flexible, sales-driven career helping families protect their financial future, apply today to schedule a short introductory call.

StartEngine is the FinTech powerhouse driving the future of fundraising and alternative investing. StartEngine was founded by Howard Marks, the co-founder of Activision (now valued at over $75B), with the goal of helping entrepreneurs achieve their dreams by removing funding barriers. Howard partnered with co-founder Ron Miller, a veteran entrepreneur and early advocate of equity crowdfunding, to build a platform that democratizes access to capital. In 2020, StartEngine welcomed Shark Tank judge and serial entrepreneur Kevin O'Leary (aka Mr. Wonderful) as Strategic Advisor and Investor. Since its inception, StartEngine has helped over 550 companies raise more than $1.5B from retail investors, with investments starting at as little as $100. Why merely back a company when you can own a piece of it? Do you enjoy helping others? Are you the “go to person”? Would your friends and family describe you as friendly and curious? We really should talk... Caring about the well-being of our investors is at our core, and we want to talk to people who share our passion. Yes, we are in the finance industry, but definitely not in the old-fashioned way you might be thinking. At StartEngine, customer service is our top priority. We will teach you the industry but your unwavering dedication to customers and colleagues should come naturally. We're looking for someone who is smart, empathetic, curious & interested in finance/investing. You're eager to join a fast growing startup and are capable of exceeding expectations. What You'll Do We will prepare you to engage with retail investors about investing. You'll learn about early stage investments, as well as gain a broader knowledge and understanding of how retail investors think and feel. You'll handle inbound live chats as well as email inquiries, handling interactions that can range from something as simple as an account balance inquiry to the complexity of helping execute their desired outcome. Your mission remains simple: provide a level of service that Investor's rave about because they feel more confident toward achieving their own financial dreams. What We're Looking For You're extremely interested in the Finance/Investing world You're empathetic If two roads diverged in the woods, you'd actually take the road less traveled You're curious and your favorite question is "Why?" You can execute tasks/projects and achieve results (You get stuff done!) Perks & Benefits 100% covered Medical/Dental/Vision - pick your own plan Generous Equity package Unlimited PTO and sick days Paid WeWork Usage (optional) 100% Remote Team Off-sites Paid Maternity/Paternity leave Team Happy Hours 401K program Flexible hours Be part of one of the fastest growing parts of the FinTech Industry A chance to work with a highly profitable and rapidly expanding startup (not VC funded)

Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career paths. We not only encourage but celebrate internal mobility. We also recognize the importance of purpose, well-being, and work-life balance. Within Empower and our communities, we work hard to create a welcoming and inclusive environment, and our associates dedicate thousands of hours to volunteering for causes that matter most to them. Chart your own path and grow your career while helping more customers achieve financial freedom. Empower Yourself. As an Investment Advisor, you will be responsible for servicing individual clients and brokerage customers within Empower's taxable and IRA accounts. You'll enroll new clients and perform annual and mid-year review for existing clients. The Investment Advisor will provide direct best interest advice to our Premier IRA customer population and perform brokerage trading for the IRA and taxable brokerage population. What you will do: Educate retail clients on the Advisory Services available through their plan to reach their retirement goals Possess knowledge of the clients' financial goals and be able to explain managed account service offerings Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the client's best interest Will perform aspects of financial planning for customer Perform mutual fund, equity, bond, ETF, Muni and, CD trades Uncover leads and opportunities to hand off to the Wealth Advisor Team Drive new business opportunities Deliver an efficient and responsive client experience by taking ownership, delivering accurate information, and initiating proactive follow up What you will bring: 4 + years of financial customer service experience Brokerage and mutual fund trading experience FINRA Series 7, 63 & 65 required FINRA fingerprinting required What will set you apart: Strong written, verbal, and presentation skills Retail, IRA. and/or 401K customer service experience Bachelors preferred ***Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or take over sponsorship of an employment visa at this time, including CPT/OPT.*** What we offer you We offer an array of diverse and inclusive benefits regardless of where you are in your career. We believe that providing our employees with the means to lead healthy balanced lives results in the best possible work performance. Medical, dental, vision and life insurance Retirement savings - 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup Tuition reimbursement up to $5,250/year Business-casual environment that includes the option to wear jeans Generous paid time off upon hire - including a paid time off program plus ten paid company holidays and three floating holidays each calendar year Paid volunteer time - 16 hours per calendar year Leave of absence programs - including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA) Business Resource Groups (BRGs) - BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are open to all. Base Salary Range $55,300.00 - $76,075.00 The salary range above shows the typical minimum to maximum base salary range for this position in the location listed. Non-sales positions have the opportunity to participate in a bonus program. Sales positions are eligible for sales incentives, and in some instances a bonus plan, whereby total compensation may far exceed base salary depending on individual performance. Actual compensation offered may vary from posted hiring range based upon geographic location, work experience, education, licensure requirements and/or skill level and will be finalized at the time of offer. Equal opportunity employer • Drug-free workplace We are an equal opportunity employer with a commitment to diversity. All individuals, regardless of personal characteristics, are encouraged to apply. All qualified applicants will receive consideration for employment without regard to age (40 and over), race, color, national origin, ancestry, sex, sexual orientation, gender, gender identity, gender expression, marital status, pregnancy, religion, physical or mental disability, military or veteran status, genetic information, or any other status protected by applicable state or local law. ***For remote and hybrid positions you will be required to provide reliable high-speed internet with a wired connection as well as a place in your home to work with limited disruption. You must have reliable connectivity from an internet service provider that is fiber, cable or DSL internet. Other necessary computer equipment, will be provided. You may be required to work in the office if you do not have an adequate home work environment and the required internet connection.*** Job Posting End Date at 12:01 am on: 01-31-2026 Want the latest money news and views shaping how we live, work and play? 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Job Description Levo Resources is a boutique recruiting firm focused on Accounting & Finance and Financial Services. We partner with wealth management firms and financial institutions to help them attract and transition top financial advisor talent. Summary: We're hiring an experienced Financial Advisor Recruiter/Consultant to tackle the recruiting side of our financial advisor practice. You'll be the point person building relationships with advisors, understanding what they want next, and guiding them through the process. Your involvement in the process with range from initial conversations through a well-planned transition to a new firm. This is a remote position working 9:00 AM - 5:00pm ET. What You'll Do: Proactively source and engage financial advisors via phone, email, LinkedIn, ZoomInfo, referrals, and other channels Conduct discovery calls to understand the advisor's book, business model, goals, and ideal platform/firm environment Build trust-based relationships and maintain consistent touchpoints throughout the process Educate advisors on different firm options (wirehouse, regional, boutique, independent/RIA, etc.) and help them evaluate fit Coordinate and schedule meetings between advisors and prospective firms; ensure strong prep and follow-up Partner closely with business development to learn each client's recruiting priorities, compensation structure, transition support, culture, and expectations Present opportunities to advisors clearly and professionally, aligning their goals with client parameters Track pipeline activity, notes, and outcomes accurately in out ATS and related tracking tools Maintain organized reporting and process documentation using Excel, Outlook, Google Sheets, etc Support a smooth advisor transition by helping manage expectations, timelines, and communication between parties Tools & Systems You'll Use: Loxo (ATS/CRM), Excel / Google Sheets Email + calendar tools Phone systems / dialing tools LinkedIn, ZoomInfo, and other sourcing platforms, Requirements: 4+ years of recruiting experience, with direct exposure to financial advisor recruiting Comfortable discussing advisor transitions at a high level: motivations, platform differences, timing, and sensitivity/confidentiality Prior experience recruiting financial advisors in one or more of the following environments: Wealth management firm / RIA / broker-dealer Bank or financial institution Recruiting / search firm supporting advisor hiring Strong phone presence and ability to build rapport quickly with experienced professionals Highly organized: consistent follow-up, clean CRM notes, and strong pipeline management Tech-comfortable and quick to learn systems (ATS/CRM + spreadsheets + dialing tools) Preferred (Nice to Have): Existing advisor network or history of placing advisors successfully Familiarity with advisor metrics (AUM, production, grid/payout concepts, fee vs commission, teams vs solo, etc.) Experience working alongside business development and client management teams What Success Looks Like: You build a healthy advisor pipeline consistently Advisors trust you and stay engaged through the process You present aligned, qualified advisors to clients based on real discovery Your CRM/pipeline is tight: no missed follow-ups, no surprises Work Location & Schedule: Remote (U.S.) Hours: 9:00 AM - 5:00 PM Eastern Time Compensation includes a Salary and Performance Bonus

Compensation Range: Hourly: $20.00 - $21.63 If you love helping others, thrive in a collaborative, fast-paced environment, and find joy in making a real impact, this is the role for you! Our Academic and Finance Advisor role is a full-time work-from-home opportunity. Apply today! As an Academic and Finance Advisor at National University, you'll be a trusted partner and go-to resource for students throughout their academic journey, providing academic and financial assistance. You'll spend your day connecting with students through calls, emails, texts, and chats, answering questions, celebrating wins, and helping them overcome challenges that may impact their progress toward graduation. AFAs are problem solvers, motivators, and trusted partners who make sure every student feels supported on their journey to graduation. Essential Functions: Manage assigned student load and complete daily tasks as directed by leadership through the Roadrunner System, Student Portfolio Report, or other tools. Proactively identify and support at-risk students, providing early resolutions and connecting them to resources for success. Monitor student degree plans, course schedules, and academic progress to ensure compliance with University policies and Satisfactory Academic Progress (SAP) standards. Advise students on financial aid requirements, university policies, and changes to their course of study. Track student balances, recommend lockouts or dismissals when necessary, and assist with collection efforts to maintain reasonable receivables. Maintain professionalism while supporting escalated students and delivering University communications. Participate in team meetings, trainings, and departmental or special projects, contributing to a positive and collaborative work environment. Maintain regular and reliable attendance, and perform other duties as assigned. Requirements: Education & Experience: Bachelor's degree preferred. Minimum of one (1) year of experience in advising, customer service or related is required. Experience in student services or training and development in a collegial setting preferred. Experience working in a fast-paced customer or student-centric position preferred. Experience in higher education and technology-driven enterprise preferred. All skills, abilities, and education will be considered for minimum qualifications. Competencies/Technical/Functional Skills: Knowledge of academic and business practices in an online university environment. Knowledge of University policies, procedures, and updates. Strong customer service focus with the ability to manage conflict, de-escalate concerns, and communicate professionally across all channels with students. Solution-oriented approach when supporting students, colleagues, faculty, and staff while following University and federal guidelines. Understanding of financial aid programs, the FDCP Act, and standard payment practices. Highly organized, detail-oriented, and able to manage multiple priorities in a fast-paced setting. Maintains confidentiality and integrity in all interactions and documentation. Skilled in written communication, report preparation, and the use of technology for online engagement. Collaborative team player who contributes to a positive and productive work environment. Knowledge of and alignment with the University's mission, vision, and goals. Proficient in Microsoft Office. Must be eligible to receive access to the National Student Loan Data System (NSLDS What We Offer In addition to competitive compensation and a comprehensive benefits package - including medical, dental, vision, 403b with match, paid holidays, and PTO - National University supports the professional growth of our team members through free education benefits and other growth opportunities. Location: Remote, USA #LI-Remote Candidate receiving offers will be offered a salary/pay rate commensurate with experience that vary based on a candidate's qualifications, skills, and competencies. Absent exceptional circumstances, candidates will be offered a salary within this range for this position. The minimum salary will be offered based on the minimum exemption threshold based on state of residency. Base pay is one component of National University's total rewards package, as we are dedicated to supporting the needs of the “whole you” with our holistic approach to employee benefits by offering comprehensive well-being benefits for you and your family. For full details about our benefit plan offerings, please visit benefits.nu.edu. For Part-time benefits, please click here. National University is committed to maintaining a high-quality workforce representative of the populations we serve. National University employs more than 4,500 faculty and staff and serves over 45,000 students. We are united in our mission to meet the global education demands of the 21st Century and are dedicated to creating a supportive academic and work environment that allows students, faculty and staff to develop their interests and talents while experiencing a sense of community. With programs available both online and at our many campus locations, National University is a leader in creating innovative solutions to education and meeting the needs of our student population, including adult learners and working professionals. National University (NU) is proud to be an equal opportunity employer and does not discriminate against any employee or applicant per applicable federal, state and local laws. At NU, a mix of highly talented, innovative and creative people come together to make the impact of a lifetime for each of our student learners. All qualified applicants will receive equal consideration for employment, education, and admission at National University.

Job Description Yellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor to join our team. As a Virtual Financial Advisor, you will provide personalized financial advice and solutions to clients to help them reach their financial goals. This is a remote position, allowing you to work from the comfort of your own home. In this role, you will be responsible for building and maintaining relationships with clients, assessing their financial needs, and recommending appropriate investment and insurance products. You will guide clients through the financial planning process, helping them make informed decisions about their investments, retirement planning, and insurance coverage. As a Virtual Financial Advisor, you will have access to our comprehensive suite of financial products and resources to assist you in providing top-notch service to your clients. You will collaborate with a team of experienced professionals to ensure that clients receive the best financial advice and solutions. This is a great opportunity for a motivated self-starter with excellent communication skills and a passion for helping others achieve their financial goals. If you are someone who thrives in a remote work environment and enjoys working independently, this could be the perfect opportunity for you! Responsibilities: Build and maintain relationships with clients, acting as their primary point of contact for all financial matters. Assess clients' financial needs and goals through thorough analysis and consultation. Recommend suitable investment and insurance products based on clients' risk tolerance, time horizon, and financial objectives. Create and present customized financial plans to clients, outlining their current financial situation and proposing strategies to help them achieve their goals. Monitor clients' investment portfolios and make recommendations for adjustments as needed based on market conditions and clients' changing circumstances. Stay up-to-date with industry trends and regulatory changes to ensure compliance with all relevant regulations and guidelines. Requirements A minimum of 2 years of experience in financial planning or a related field. Strong knowledge of investment products, retirement planning strategies, and insurance solutions. Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise manner. Ability to work independently and remotely, with a high level of initiative and self-motivation. Series 7 and Series 65 or 66 licenses required. Bachelor's degree in finance, economics, or a related field preferred. Benefits Freedom & ability to work virtually