Flourishing registered investment advisor in search of a CFP or IAR to support company growth. This remote position will be a part-time hourly (15-25 hours per week) position with the ability to grow into a full-time, CFO/CIO type role.
Position hours, responsibilities, and compensation negotiable based on candidate’s abilities and availability. If you pride yourself in your integrity, enjoy and excel at developing client relationships, can make and maintain comprehensible, accurate spreadsheets blindfolded, and have a solid background as an investment advisor or financial planner, reach out to us. We are open-minded and willing to tailor this position to suit the ideal individual.
Job responsibilities are flexible for this position but will include regular video conferences with clients via the Zoom platform and follow up data entry and analysis in the eMoney Advisor platform.
Strongly Preferred Skills:
High Speed Alliance helps doctors, CEOs and their families generate passive income that leads to freedom and creates legacy. By helping practice owners maximize their businesses, master personal and business finances and create a focus on family and lifestyle, HSA will ultimately lead to deeper satisfaction and greater purpose.