Remote - 1099 - Flexible - FINANCIAL ADVISOR ASSISTANT FOR FIDELITY, SCHWAB RIA ADVISORS
Work as an Independent 1099 Contractor with RIAs and Independent Financial Advisors all over the Country as a Financial Advisor Assistant. Experience with a Broker Dealer or RIA Financial Advisor (3 years Minimum)
Assist Successful Financial Advisors all over the country. We introduce you to Advisors through our Affiliations and Relationships with LPL and RIAs.
Knowledge of any or all of these platforms: Schwab, Fidelity/Wealthscape, LPL Financial and others
Orion, Right Capital, Riskalyze knowledge a PLUS
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 - $90,000.00 per year
Benefits:
• Flexible schedule
Work Location: Remote
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