Current jobs related to Financial Advisor - Young America - The Ladders

  • Business Development Manager

    4 weeks ago

    Young America, United States Collective Full time

    About CollectiveCollective is a pioneering online platform that empowers self-employed individuals to achieve financial independence. Our innovative technology and team of trusted advisors provide a comprehensive suite of services, including business incorporation, accounting, bookkeeping, tax services, and access to a thriving community. We believe in...

  • Strategic Sales Support Director

    6 days ago

    Norwood Young America, Minnesota, United States AEGON NV Full time

    Job DescriptionAs a key member of our team, you will play a critical role in driving sales growth and supporting our advisory professionals. Your primary responsibility will be to provide sales support services for our brokerage, advisory, and insurance product platforms.Key ResponsibilitiesDrive Sales Growth: Increase firm revenue by providing sales support...

  • Finance Manager

    1 week ago

    Young America Township, United States SHEIN Full time

    Job DescriptionJob Title: Finance Manager Reports to: Controller Job Location: Los Angeles, CA, USA Job Status: Exempt About SHEIN SHEIN is a global fashion and lifestyle e-retailer committed to making the beauty of fashion accessible to all. We use on-demand manufacturing technology to connect suppliers to our agile supply chain, reducing inventory...

  • Director, People Operations

    1 week ago

    Young America Township, United States Kraken Crypto Exchange Full time

    Building the Future of Crypto Our Krakenites are a world-class team with crypto conviction, united by our desire to discover and unlock the potential of crypto and blockchain technology. What makes us different? Kraken is a mission-focused company rooted in crypto values. As a Krakenite, you'll join us on our mission to accelerate the global adoption of...

  • Associate Director Total Rewards

    4 weeks ago

    Milwaukee, Wisconsin, United States of America Johnson Controls Full time

    Build your best future with the Johnson Controls team As a global leader in smart, healthy and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, places and the planet.  Join a winning team that enables you to build your best future! Our teams are uniquely positioned to support a multitude of industries across...

  • HVAC Mechanic

    1 month ago

    San Antonio, Texas, United States of America Johnson Controls Full time

    Unleash your potential with the Johnson Controls team!As a global leader in smart, healthy, and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, places, and the planet. Join our winning team and pave the way for a bright future. With our extensive reach across various industries worldwide, our teams are...

  • HVAC Controls Technician

    1 month ago

    South Bend, Indiana, United States of America Johnson Controls Full time

    Unleash your potential with the Johnson Controls team!As a global leader in smart, healthy and sustainable buildings, our mission is to reimagine the performance of buildings to serve people, places and the planet. Join our winning team and pave the way for a bright future. With our extensive reach across various industries worldwide, our teams are...

Financial Advisor

2 months ago

Young America, United States The Ladders Full time
We are a flat-fee RIA with a clearly defined niche looking to hire a Virtual Financial Advisor The goal is to grow you into managing a specific group of households as their Service Advisor, no prospecting or business development required. We help clients turn confusion into confidence as they plan for retirement. We want to deliver so much value that our clients cannot imagine going through retirement without our guidance. Some of that is direct value, like unexpected client service and responding to clients same day. Some is passive value, through our social media activity. Our founder has decided to focus on the marketing engine, allowing you to have a significant role in managing prospective clients and taking our practice to a virtual reality. We are a small and growing team, who all share the same vision to far exceed our clients' expectations

You will be an experienced and credentialed CFP, who has worked with complex clients around retirement, estate and tax issues. Other certifications of interest are EA or RICP. You recognize that this is an opportunity to work in our industry, in a new way. You are the opposite of the traditional advisor. You are eager to be in an environment with fresh ideas, where leveraging new concepts and methods is supported and encouraged. You love systems and processes You thrive on maximizing technology (Wealthbox, Hubly, RightCapital, Schwab) and always look for ways to incorporate efficiencies. You are flexible to be able to sit in meetings and make clients feel cared for and then can switch gears to thought work within the plan, trading, rebalancing, or tax calculations.

In addition to the technical mastery, you are reliable, dependable, and highly loyal. You have an impressive background in relationship management and financial planning, a profound sense for doing the right thing, and a passion for helping clients and team members alike. You can work autonomously without the need for micromanagement and hold yourself accountable for completing your responsibilities. You are never afraid to pick up the phone to call a client and help them. You adopt technology, and look for ways to leverage tech for efficiency and to improve the client experience.

We want to take care of you so that you can focus on delivering massive value to our clients. This includes a guaranteed salary with 401K, paid time off, holiday pay, and a forever work-from-home strategy Additionally, we aim to make working here easy every day. The work will be challenging, engaging, and busy. The culture at our firm is amazing, creative, flexible and fun

Compensation: $110K - $115K

Tagged: CFP