Associate Advisor – Remote
Compensation: $65K–$85K base + bonus
We’re hiring an
Associate Advisor
on behalf of our client—a growing wealth management firm built for remote-first teams.
This is a true
partnership role
: you’ll team up with one of our Sales Advisors (VP level) to onboard and serve a growing client base, working together to hit — and beat — annual new-asset goals.
Why this role?
A real
growth path
— start by shadowing and prepping meetings, and grow into owning the client relationship
Direct partnership with a
VP-level Sales Advisor
who’s counting on you
Hands-on experience in
Fixed Indexed Annuities
and advisory planning
The flexibility of
fully remote work
, with the tools and autonomy to do your best work
What you bring:
Series 65
and
Life, Accident & Health (LAH)
licensing
Prior sales or service experience with
Fixed Indexed Annuities (FIA)
and advisory
Working proficiency with
MoneyGuide Pro
and/or
Nitrogen
A demonstrated track record of thriving in a
remote role
How you’ll grow:
Start
: Shadow the Sales Advisor, coordinate meeting prep for 2nd and 3rd appointments, and guide prospects through the sales process to becoming clients
Transition
: Step out of first appointments while continuing to prep the Sales Advisor and coordinate clients through onboarding
Mature state
: Serve as the central point of contact for clients, running most or all service meetings
Sound like you? Let’s talk.