Financial Advisor

Lighthouse Financial offers a remote Financial Advisor opportunity with a flexible schedule and professional development assistance. You will have the tools you need to succeed, along with a motivated group of teammates across the country who focus on improving financial literacy for families. Lighthouse Financial is a multi-lingual, multi-cultural organization committed to empowering others through financial education and supporting efforts to create generational wealth.

In this role, you help clients make informed decisions about their financial goals. By assessing needs, explaining investment and financial products, and developing plans, you may support strategies that include wealth management, investment management, cash management, and estate planning.

Pay: $20,000.00 to $100,000.00 per year (uncapped income is part of the role).

Responsibilities

• Build trusted client relationships through responsive communication and ongoing investment client management.
• Review client financial information, perform research and financial analysis, and create financial planning and portfolio management recommendations.
• Explain financial markets, banking services, financial products, and investment risks in accessible terms.
• Support asset management and investment management advisory services while following applicable financial compliance requirements.
• Maintain accurate client records using financial software and customer relationship management tools.

Requirements

• Must be 18+.
• Must be Authorized to work in the U.S.
• Must be able to pass a background check required for the role.
• Knowledge of financial concepts is a plus but not required; extensive training is provided.
• Life + Health Insurance License: must be possessed or be willing to obtain.
• Series 6, 63, 65, 66, or 7 licenses are a bonus.

Professional tools and systems

You will use financial software and customer relationship management (CRM) tools to manage client information and records.

Work location: Remote