Licensed Financial Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

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

• Establish connections with D2C clients and gather feedback on our products.

• Educate and mentor advisors utilizing our platform through the B2B sector.

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

• Work collaboratively with Product and Engineering teams by providing continual insights.

⛳️ Requirements

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

• An active Series 65 or Series 66 license is mandatory.

• Experience in a Registered Investment Advisor (RIA) model is preferred.

• Outstanding communication and interpersonal skills are required.

• Strong problem-solving capabilities and meticulous attention to detail are necessary.

• Ability to thrive in a fast-paced, dynamic work environment is essential.

• Experience in supporting advisors through learning and development or strategic initiatives is advantageous.

🏝️ Benefits

• Comprehensive benefits package.

• Flexible paid time off (PTO).

• 401(k) plan with company matching.

• $1,000 annual wellness benefit.

• $1,000 bonus for initiating a TandemsInvest managed account.

• Mobile and internet subsidy.