[Remote/WFM] Virtual Servicing Advisor in CA

Role Snapshot:

• Start Date: Immediate openings available
• Company: Workwarp
• Compensation: a competitive salary
• Location: Remote
• Position: Virtual Servicing Advisor

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Independent Financial Planner in California is currently seeking an experienced financial services professional to work full-time on a four-person team. Does supporting a financial advisor in the servicing of financial plans and money management feel like the most rewarding use of your top-notch skills?

The right person should be detail- and service-oriented. We are actively looking for a new team member who appreciates direct communication, is a self-starter, and is productive in a virtual work environment. The ideal candidate will be passionate about the transformative power of the financial planning process and will measure success by the number of financially independent clients the team serves. This is not a producing advisor or commissionable position.

Responsibilities and tasks:

PORTFOLIO MANAGEMENT:

Trade to portfolio models

Manage trade restrictions and equivalents for core holdings

Provide equity and economic research in support of model creation

Manage recurring and ad hoc money moves

PARAPLANNING:

Assist in fact finding and facts input into financial planning platform (eMoney)

Develop tailor-made tactics and strategies supporting client financial independence

Onboard new clients into eMoney

Continue education to understand new tax and legal changes

Minimum requirements:

· Bachelor’s degree

· Must have a Series 7 license

· Minimum of 5 years of experience within financial services or on a financial planning team

· Advanced competency in financial and tax planning concepts

· Ability to juggle multiple tasks even when interrupted

Preferences:

· CFP® designation

· Software/Systems Skills: Apple OS, Redtail, eMoney Advisor

· Virtual work experience

This is a long-term, full-time position. The working hours are

between 8:00 a.m. to 5:00 p.m. Monday through Friday, which includes (1) hour of break time. Total working hours per week can be (32) – (40) total hours per week. Hourly pay is based on experience. There are medical benefits, 401(k) matching, and an opportunity for performance-based increases. Successful completion of a background check and 90-day probationary period is required.

Interested and qualified individuals please reply to this ad and in the subject line write “PP-PFG”. A resume, cover letter and salary requirements are necessary to be considered for the position.

Job Type: Full-time

Pay: $70,000.00 - $90,000.00 per year

Benefits:
• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Schedule:
• 8 hour shift
• Monday to Friday
• No weekends

Experience:
• Financial planning: 5 years (Required)

License/Certification:
• Series 7 (Required)

Work Location: Remote Apply Job!

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Ready to Apply?

If you are a motivated individual ready to contribute to a thriving team, we encourage you to apply now! We are excited to review your application.