Financial Advisor
Boldin•Mill Valley, CA
•Remote
About The Position
Financial Advisor Contract Remote At Boldin Advisors, we are a fee-only Registered Investment Advisor (RIA) on a mission to help people live better by making the most of their money and time. Our approach is rooted in simplicity and empowerment. We believe everyone deserves access to clear financial advice that helps them thrive. Now, we’re looking for passionate, experienced Financial Advisors to join our team!
Requirements
- 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.
Nice To Haves
- EA® a plus.
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.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Upload and Match Resume
What This Job Offers
Career Level
Senior
Education Level
No Education Listed
