Remote Financial Advisor

Summary

Join our team as a Financial Advisor on the Wealth Management team and shape a new offering for our clients, working closely with our Wealth Management and Investments teams to ensure the delivery of best-in-class financial advisory services guided by the principles of Ellevest’s investment philosophy.

Requirements

• 8+ years experience and demonstrated track record of success in building your own book of business in financial advisory
• Active FINRA Series 65, and/or active CFP designation in good standing. Note: Given our status as a Registered Investment Advisor, we cannot carry FINRA Series 6, 7, 63, or 66 licenses
• Outstanding oral and written communication skills, high emotional intelligence, and the ability to translate complex financial topics to audiences of different levels of experience and knowledge
• Intellectual curiosity, a deep desire to solve problems, and an exceptional attention to detail
• The ability to serve as a successful and determined advocate for your clients
• Experience relying on and adapting to new technology
• Passion for our women-oriented mission

Responsibilities

• Build, maintain and grow a book of business through dedicated relationship management and nurturing
• Develop a thorough understanding of each of your client’s needs, goals, and financial status in order to guide them based on Ellevest’s investment philosophy
• Provide and recommend strategies in a clear, supportive, and helpful manner to help clients achieve their goals over time
• Identify appropriate savings, investment, and spending strategies to reflect clients' risk preferences, liquidity needs, and investment objectives
• Demonstrate exceptional client relationship management capabilities; build written and verbal plans to communicate recommended strategies to clients; set, manage, meet and exceed client expectations in order to build value in relationships over time
• Monitor portfolios for clients on an ongoing basis to retain and grow our client relationships, and conduct periodic reviews to help clients feel connected to Ellevest and their investing strategy
• Comply with Ellevest methods and guidelines, and uphold our documentation and organization standards to meet compliance requirements
• Promote professional and team development by maintaining an in-depth understanding of financial planning, capital markets and the financial services industry; stay aware of significant changes or developments (e.g. taxation, regulatory, legal, competitive, technical) within the fields of investments and financial services
• Maintain all required licenses and designations
• Support the growth of new product offerings and team development as Ellevest scales

Benefits

• Equity
• 401k plan with employer contribution
• Medical, dental and vision health insurance (80% of premiums covered by employer)
• Unlimited paid time off and flexible scheduling
• Paid parental leave
• Learning and development opportunities
• Financial support for accessing reproductive healthcare
• Free access to Ellevest digital offering and discounts on Financial Planning and Wealth Management offerings