Rebalance IRA is an SEC Registered Investment Advisor. We seek to add a Financial Advisor to our team. You know the industry and you’re familiar with the issues most people face in funding their retirement. The opportunities we have for you are lucrative and together we can help our clients retire with more money by growing their savings in the fastest and safest way possible. We helped advance and operate under the recent Department of Labor fiduciary initiatives and represent the future for investment management. This position allows for tremendous flexibility for those who are self-motivated and disciplined. Working out of your home office, the rewards are substantial as you build solid relationships with our clients and help them to retire with more.
Primary duties and responsibilities:
Advice: You will be given a client base for you to advise and support. Your will be expected to retain your assigned client base, build greater “share-of-wallet” from them, and attract new clients from client referrals. We interact with our clients via phone (no in-person meetings) and video-conferencing. Using highly automated software tools (Salesforce), you will:
Develop with clients investment plans to help them reach their retirement goals.
Serve as investing coach and provide ad-hoc client support as needed through verbal and written communication.
Conduct a formal annual review of portfolios.
Comply with the Rebalance IRA methodology and investment guidelines; document and maintain organized client files, which meet department compliance standards.
Maintain all required licenses and designations.
Sales: Through our online marketing, PR and referral programs, we generate leads. To the extend you’d like to build your client list, you may qualify leads and conduct a detailed consultation, draft a proposal, and conduct a follow-up conversation explaining your recommendations, and convince clients to join our program.
The Ideal Candidate Should Possess:
Undergraduate degree or equivalent combination of training and experience.
Certified Financial Planner designation required.
FINRA Series 7, 65 or 63 licenses (or ability to obtain within 120 days).
Minimum of three years related financial planning and client relationship management experience.
Excellent writing and verbal communication skills.
Emotional IQ – ability to work with clients, empathize with their emotions with respect to money, coach them, and convince them not to allow fear to drive decisions.
Work independently but as a team member, balance multiple responsibilities simultaneously, and demonstrate exceptional time-management skills.
Experience and high comfort level with online software like Salesforce and e-Money and ability to use Excel.
What’s in it for you?
Opportunity to work from home, remotely and have a flexible schedule.
Position could be full or part-time.
A base salary with commissions for new assets brought to Rebalance IRA.
The strength and name recognition of Rebalance IRA.
Cutting edge technology and industry leading platforms to leverage your success.
Rebalance IRA is the only national investment firm focused on helping everyday investors over 45 years old fund their retirements by managing client assets with the proven methods of the top professional endowment and pension fund managers. The firm has been growing quickly since it’s launch in 2013 and now manages about $470,000,000. Our mission: help our clients retire wit...h more money by growing their savings in the fastest and safest way possible. Rebalance IRA is proud of having a seasoned and impressive Investment Committee including Professor Burton Malkiel (Princeton), Dr. Charles Ellis (Yale) and Jay Vivian (retired CIO – IBM). We combine a “robo” investment platform including low-cost, proprietary indexed portfolios and pairs each client with a dedicated investment expert. We can reduce client fees by an average of 52% and operate under the DOL fiduciary standard guidelines. Driving breakthroughs in investment management to benefit clients, Rebalance IRA has been profiled in The New York Times, The Wall Street Journal, and recently on the PBS finance show Wealthtrack.