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Financial Consultant

Remote Associate Advisor & Client Relations Lead

Remote / Online - Candidates ideally in
Campbell, Santa Clara County, California, 95011, USA
Listing for: The Strategic Implementer
Remote/Work from Home position
Listed on 2026-01-15
Job specializations:
  • Finance & Banking
    Financial Consultant
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm is seeking a Permanently Remote Associate Advisor / Relationship Manager to support financial advisors in managing their books of business. This role involves preparing financial plans, maintaining client relationships, and ensuring efficient operations. Ideal candidates should have a Bachelor's degree and CFP designation with experience in financial advising or planning. A commitment to diversity and inclusion in the workplace is emphasized, along with a full benefits package including competitive salary, insurance, and growth opportunities.
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Position Requirements
10+ Years work experience
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