Note: The job is a remote job and is open to candidates in USA. Boldin is a fee-only Registered Investment Advisor on a mission to help people live better by making the most of their money and time. They are looking for passionate, experienced Financial Advisors to create and deliver financial plans, support clients, and empower them to understand their finances.
Responsibilities
- Create and deliver comprehensive financial plans to clients
- Support clients who want ongoing financial planning services
- Provide hourly advice as clients need help making informed decisions on a limited scope basis
- Teach and empower clients to understand their finances by breaking down complex concepts into easy-to-follow strategies
Skills
- CFP® or CFA® certification required
- Background in fee-only financial planning and investment advice
- At least 5 years of experience as a financial advisor owning client relationships
- Strong knowledge in portfolio management, Roth conversions, Medicare, and retirement income and withdrawal strategies
- A passion for helping clients understand and manage their money
- Excellent writing, communication, and interpersonal skills
- EA® a plus
Company Overview