Licensed Financial Advisor

📋 Description

• Address the investment advisory requirements of clients within our direct-to-consumer segment.

• Establish and nurture relationships with D2C clients while offering product insights.

• Educate and mentor advisors utilizing our platform as part of the B2B sector.

• Oversee a portfolio of clients and implement proactive strategies for relationship development.

• Work collaboratively with Product and Engineering teams by delivering continuous feedback.

⛳️ Requirements

• At least 4 years of experience as a financial advisor.

• Possession of a valid Series 65 or Series 66 license is mandatory.

• Prior experience in an RIA model is advantageous.

• Exceptional communication and interpersonal abilities.

• Strong analytical skills and meticulous attention to detail.

• Capacity to thrive in a fast-paced and dynamic work environment.

• Experience in supporting advisors in learning and development or strategic initiatives is a plus.

🏝️ Benefits

• Comprehensive benefits package.

• Flexible paid time off (PTO).

• 401(k) plan with company matching.

• Annual wellness benefit of $1,000.

• Bonus of $1,000 for opening a TandemsInvest managed account.

• Mobile and internet subsidy.