Work as an Independent 1099 Contractor with Financial Advisors all over the Country as a Financial Advisor Assistant.
Experience with a Broker Dealer and Financial Advisor (3 years Minimum)
Assist Successful Financial Advisors all over the country.
LPL Financial, Schwab, Fidelity/Wealthscape Platforms
Knowledge of CRMs - Redtail; Salesforce; Wealthbox and more
Detail Oriented
Self-Starter
Flexible schedule
Job Types: Full-time, Part-time, Contract
Pay: $72,745.00 - $84,136.00 per year
Expected hours: 20 – 40 per week
Compensation package:
Weekly schedule:
Work setting:
Work Location: Remote