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For Companies At a Glance
- Tasks: Guide clients on investments, retirement, and financial planning while building strong relationships.
- Company: A leading financial advisory firm offering remote work opportunities.
- Benefits: Competitive salary, performance bonuses, and flexible work hours.
- Other info: Join a dynamic team with opportunities for continuous learning and growth.
- Why this job: Make a real difference in clients' financial lives while enjoying a flexible lifestyle.
- Qualifications: 3+ years in financial advisory with relevant licenses and strong communication skills.
The predicted salary is between 52000 - 104000 £ per year.
We are hiring a Financial Adviser to guide clients on investments, retirement, insurance, and broader financial planning. The role combines deep planning expertise with relationship building — earning client trust and growing the book.
Key Responsibilities
- Build comprehensive financial plans tailored to each client's goals
- Recommend investment, retirement, insurance, and tax-advantaged strategies
- Conduct regular portfolio reviews and rebalancing
- Build and maintain client relationships through proactive communication
- Develop new client relationships through referrals and outreach
- Maintain compliance with fiduciary, regulatory, and disclosure requirements
Required Skills and Qualifications
- Active Series 7 / Series 65 / Series 66 licenses (or equivalent)
- 3+ years in financial advisory or wealth management
- CFP, ChFC, or similar designation preferred
- Strong analytical and planning skills
- Excellent written and verbal communication and client presence
- Track record of growing AUM and client relationships
What You'll Bring
- Sharp analytical thinking and an instinct for spotting anomalies in data
- Strong written communication and the ability to translate numbers into narrative
- High attention to detail and unwavering accuracy under deadline pressure
- Comfort working asynchronously across time zones
What We Offer
- Fully remote, flexible work hours
- Performance-based bonus structure
- Annual learning
Financial Adviser (Remote) employer: OnBoard
Contact Detail:
OnBoard Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Adviser (Remote)
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world and let them know you're on the lookout for opportunities. You never know who might have a lead or can introduce you to someone who does.
✨Tip Number 2
Get your online presence sorted! Make sure your LinkedIn profile is up-to-date and showcases your skills as a Financial Adviser. Join relevant groups and engage with posts to get noticed by potential employers.
✨Tip Number 3
Practice your pitch! Be ready to explain your experience and how you can help clients achieve their financial goals. A confident, clear pitch can make all the difference in interviews.
✨Tip Number 4
Apply through our website! We love seeing applications directly from candidates who are excited about joining us. It shows initiative and gives you a better chance of standing out in the crowd.
We think you need these skills to ace Financial Adviser (Remote)
Some tips for your application 🫡
Tailor Your Application: Make sure to customise your CV and cover letter for the Financial Adviser role. Highlight your relevant experience in financial planning and client relationship building, as this will show us you understand what we're looking for.
Showcase Your Skills: Don’t just list your qualifications; demonstrate how your skills align with our needs. Use specific examples from your past work that illustrate your analytical thinking and communication prowess.
Be Clear and Concise: When writing your application, keep it straightforward and to the point. We appreciate clarity, so avoid jargon and ensure your narrative flows well, making it easy for us to see your potential.
Apply Through Our Website: We encourage you to submit your application directly through our website. This way, you’ll ensure it reaches us promptly and you can easily track your application status!
How to prepare for a job interview at OnBoard
✨Know Your Numbers
As a Financial Adviser, you'll need to demonstrate your analytical skills. Brush up on key financial metrics and be ready to discuss how you've used data to inform your decisions in past roles. This shows you can translate numbers into actionable insights.
✨Build Rapport
Relationship building is crucial in this role. Practice your communication skills and think of ways to connect with the interviewer. Share stories that highlight your ability to earn client trust and maintain long-term relationships.
✨Tailor Your Approach
Each client is unique, and so should be your interview responses. Prepare examples of how you've created tailored financial plans in the past. This will showcase your understanding of individual client needs and your strategic thinking.
✨Stay Compliant
Familiarise yourself with fiduciary and regulatory requirements relevant to the role. Be prepared to discuss how you ensure compliance in your work. This demonstrates your professionalism and commitment to ethical standards in financial advising.