Financial Advisor

This is a fully remote position, open to applicants anywhere in the world.

📋 Description

• Develop and present detailed financial plans to clients.

• Assist clients seeking continuous financial planning services.

• Offer hourly guidance as needed, helping clients make informed decisions within a limited scope.

• Educate and empower clients by simplifying complex financial concepts into manageable strategies.

⛳️ Requirements

• CFP® or CFA® certification is mandatory.

• EA® designation is a plus.

• Experience in fee-only financial planning and investment advisory.

• Minimum of 5 years in a financial advisor role with ownership of client relationships.

• Strong expertise in portfolio management, Roth conversions, Medicare, and strategies for retirement income and withdrawals.

• A genuine passion for helping clients comprehend and manage their finances.

• Exceptional writing, communication, and interpersonal abilities.

🏝️ Benefits

• We aim to be as inclusive as possible during our hiring process. If you don’t meet 100% of our criteria but believe you are close to evolving into the role, we encourage you to apply.

• Candidates possessing 80% of the required skills, combined with a positive attitude and outlook, may be the ideal fit.

• Boldin values the distinct viewpoints and contributions of all individuals, and we strive to cultivate a diverse and inclusive culture.

• We welcome applications from individuals of all backgrounds, including but not limited to people of any race, ethnicity, or national origin, individuals with differing abilities, members of the LGBTQ+ community, veterans, gender minorities, women, and those from underrepresented communities.

• We are committed to providing reasonable accommodations for applicants with differing abilities throughout the recruitment process. If you need any accommodations, please inform us, and we will collaborate with you to fulfill your needs.

• We are dedicated to creating an environment where everyone can express their authentic selves at work. If you feel comfortable, we invite you to share your preferred pronouns in your application.