Certified Financial Planner
High Speed Alliance
Remote
Posted ago
High Speed Alliance

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.

Responsibilities

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.

Qualifications

Required Skills:

  • Background in investment advising and/or financial planning
  • Experience in preparation and execution of financial plans
  • Experience in Alternative Investments, Real Estate, Private Lending
  • Immense attention to detail and expertise in meticulous record keeping
  • Quick study on new clients, initiatives, and procedures
  • Tech Savvy, MAC and PC familiarity preferred
  • Excellent written communication skills
  • Enthusiasm for client-facing role
  • Committed team player with excellent verbal and written communication skills
  • Understands confidentiality protocol and adheres to it stringently 
  • Knowledge of and adherence to all applicable federal and state legal requirements 


Strongly Preferred Skills:

  • Registration as an Investment Advisor Representative or Certified Financial Planner
  • Tax knowledge and/or familiar with tax planning and reduction strategies
  • Experience with eMoney Advisor or similar platform
  • Experience in Securities and SEC Compliance 
  • Experience in evaluating a multitude of traditional and alternative investments

Compensation
$25 - $50 hourly
About High Speed Alliance

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.

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