Role: Personal Financial Advisor

Location: Remote

Employment Type: Full-time

Compensation: Competitive salary commensurate with experience, qualifications, and location. Indicative range: $65,000 – $130,000 (USD equivalent), plus perks.

Role Overview

We are hiring a Personal Financial Advisor to guide individuals and families through comprehensive financial planning. The role combines deep planning expertise with empathetic, long-term relationship building.

Key Responsibilities
Build comprehensive financial plans across investments, retirement, tax, and estate
Recommend and implement strategies tailored to each client's goals
Conduct annual reviews and ongoing portfolio rebalancing
Build and grow a book through referrals and proactive outreach
Maintain compliance with fiduciary, regulatory, and disclosure requirements
Document client interactions and recommendations thoroughly

Required Skills and Qualifications
Active Series 7 / Series 65 or 66 (or equivalent licensure)
3+ years in personal financial advisory or wealth management
CFP designation strongly preferred
Strong analytical and planning skills




Excellent written and verbal communication and client presence
Track record of growing AUM and long-term 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 & development stipend
Health and wellness benefits (varies by location)
Prospect to work on high-scale, real-world impact projects

Equal Opportunity Statement

This is an equal chance role. Applications are welcomed from all qualified individuals regardless of race, color, ethnicity, nationality, gender, gender identity or expression, sexual orientation, age, religion, disability, marital status, or any other characteristic protected by applicable law. All hiring decisions are based solely on qualifications, skills, and demonstrated ability.

📌 Personal Financial Advisor Remote Peterborough
🏢 Quik Hire Staffing
📍 Peterborough