Providing exceptional client service, the full-time remote FINRA Licensed Financial Advisor will manage a portfolio of investment clients, offering comprehensive financial planning and relationship management without prospecting for new clients. Key responsibilities Deliver high-level service to retain and grow clients' assets through proactive communication and education Manage client relationships via phone and email, addressing financial planning needs across various topics Coordinate with internal teams to resolve client-related administrative issues and provide holistic financial planning Required qualifications Bachelor's degree or higher in business, finance, or a related field 4+ years of financial services experience with a proven track record in relationship management High-level knowledge of current investment products and industry services Current FINRA Series 7, 63, and 65 registrations required FINRA fingerprinting required upon hire