Note: The job is a remote job and is open to candidates in USA. REMOTE ADVISOR RESOURCES is a company that places experienced Financial Advisor Assistants with independent financial advisors and RIAs across the United States. They are seeking assistants with prior experience supporting Financial Advisors, RIAs, or Broker-Dealer practices.
Responsibilities
- Client service and advisor support
- New account opening, transfers, and account maintenance
- CRM management (Redtail, Wealthbox, Salesforce)
- Working within advisor platforms such as LPL Financial, Schwab, Fidelity Wealthscape, Goldman Sachs Custody, or similar custodians
- Scheduling client meetings and managing administrative workflows
Skills
- Prior experience supporting a Financial Advisor, RIA, or Broker-Dealer required
- Familiarity with platforms such as LPL, Schwab, Fidelity, or Goldman Sachs Custody
- Strong organization and client service skills
- Ability to work independently in a remote environment
Company Overview