Remote Financial Advisor Assistant with LPL Financial Experience

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If you are wanting to make a change from an in-house position as an assistant as a W2 EMPLOYEE with a brokerage firm or with a financial advisor, and are ready to determine your own schedule and who you work with - we are the perfect fit for you! If you want to be an independent contractor with the flexibility that comes with it - we are the perfect fit for you as well.

We place experienced, financial advisor assistants with LPL Financial Advisors all over the country - remotely. We have relationships with very large financial practices and financial advisors who have decided they love our flexible services and various packages.

We will place you with as many advisors to bring you to your capacity of 40 hours a week if that is what you desire!

SKILLS

Candidate will have 3 or more years experience working as an assistant to a financial advisor with a brokerage firm and/or an RIA.

LPL Financial experience - and other platforms a Plus - like Fidelity, Schwab

Attention to detail, organizational skills - opening new accounts, ACAT transfers, notifications, pull Client reports

Redtail, Wealthbox , or Salesforce or CRM experience

• Work from home as a 1099 independent contractor.
• We will find advisors for you!
• Set your hours and flexible schedule.

Job Types: Full-time, Part-time, Contract

Pay: $50,000.00 - $75,000.00 per year

Expected hours: 20 - 50 per week

Benefits:

• Flexible schedule
• Referral program

Compensation package:

• Bonus opportunities

Weekly schedule:

• Monday to Friday

Work setting:

• Remote

Education:

• High school or equivalent (Preferred)

Experience:

• Financial Advisors Assistant: 3 years (Required)

Work Location: Remote