Financial Advisor Assistant Role with Experience on Schwab, Fidelity, LPL Platforms - REMOTE

Job description:

Remote Financial Advisor Assistant (Independent Contractor)
Work From Home – Flexible Schedule – Nationwide Placements

If you love working as a Financial Advisor Assistant or Client Service Representative but want more flexibility in your schedule and lifestyle, join Remote Advisor Resources—just like so many other professionals have!

We connect experienced professionals with high-net-worth Financial Advisors across the country. As a 1099 Independent Contractor, you’ll have the freedom to choose assignments, work remotely, and partner with quality advisors through our established network and referrals.

What You’ll Do:

• Support successful Financial Advisors nationwide
• Manage client onboarding, account maintenance, and service requests
• Utilize leading platforms such as LPL Financial, Schwab, Fidelity/Wealthscape
• Work with CRMs including Redtail, Salesforce, Wealthbox, and others

What We’re Looking For:

• 5+ years experience with a Broker-Dealer and Financial Advisor
• Strong organizational skills and attention to detail
• Self-starter who can work independently
• Proficient in financial platforms and CRMs
• Reliable internet and home office setup

Perks:

• Flexible, work-from-home schedule
• Choose assignments that fit your availability
• Competitive hourly rates with reputable, high-caliber Advisors

Join a team that values your expertise, connects you with quality opportunities, and lets you work on your terms.

Apply today to become a part of Remote Advisor Resources!

Benefits:

• Flexible schedule

Application Question(s):

• Experience on Wealthbox, Redtail

Experience:

• Financial Advisor Assistant: 5 years (Required)

License/Certification:

• SEI, Series 7 , Series 66 (Preferred)

Work Location: Remote

Pay: $68,000.00 - $90,000.00 per year

Benefits:

• Referral program

Work Location: Remote