Back to jobs

Financial Advisor

Executive Alliance
Onsite / United StatesFull time
Apply

About the role

Job Order ID: 11644

Employment Type: Permanent

Salary: $130000-200000/Yr

Web Publication Date: 10/8/2026

Job Location: Remote, Remote United States 11797

Brief Description

Our client is seeking an experienced Financial Advisor with a strong, established book of business to join their team while working REMOTELY. Candidates must have assets to bring with them upon starting the job.

Job Function

Job Summary:

The ideal candidate will be responsible for managing and growing client relationships, delivering comprehensive financial planning, and providing tailored investment strategies that align with clients’ goals.

Key Responsibilities

  • Manage and expand an existing book of business through proactive client engagement and referrals
  • Develop personalized financial plans, including investment, retirement, tax, and estate planning strategies
  • Provide ongoing portfolio management and performance reviews
  • Identify new business opportunities and drive asset growth
  • Maintain a high level of client service and trust through regular communication
  • Stay current on market trends, financial products, and regulatory requirements
  • Ensure compliance with all industry rules and company policies

Qualifications

Job Requirement:

  • Proven track record with a strong, transferable book of business (required)
  • Previous experience as a Financial Advisor, Wealth Manager, or similar role
  • Relevant licenses (e.g., Series 7, Series 63/65 or 66)
  • Strong knowledge of financial planning, investments, and wealth management strategies
  • Excellent interpersonal, communication, and relationship-building skills
  • Self-motivated with a results-driven mindset

Preferred Skills

  • Ability to work independently while contributing to a collaborative team environment
  • Strong analytical and problem-solving skills
  • High ethical standards and professional integrity

Compensation

Competitive compensation package including base salary, commissions, and performance-based incentives, commensurate with experience and book of business size.

#IND2

Contact Details

Jack Wall, Senior Recruiter

[email protected]

(631) 533-9646

Search the jobs. Check the details. Make your move.

Compare recent openings by location, work format, pay, and experience level in one place.

Explore jobs
Smiling man pointing at a “Job offer!” notification on his phone

Excellent

Rated 4.8 out of 5 based on 617 reviewsTrustpilot

by Megan F.

Job seeker

The filters made it easier to see roles that actually matched the way I want to work. I could compare options without opening dozens of tabs.

by Daniel B.

Developer

I liked being able to narrow the search to remote roles and check the requirements before taking the next step.

by Rachel A.

People operations

The listings are easy to scan. Work format, location, and experience level are right where I expect them.

by Marcus H.

Data analyst

Salary and location filters helped me focus on roles that were worth a closer look.

by Aisha K.

QA engineer

I found the job details clear and useful. It was simple to see which skills mattered for each role.

by Olivia G.

Support specialist

The search felt straightforward, and I could quickly switch between different kinds of jobs.

by Kevin T.

Account manager

It is easy to revisit roles that fit my experience. I would like to see even more openings in my area.

by Sophia R.

Product designer

I could check work format and salary before reading the full description. That made my search feel much clearer.

by Hannah S.

Project coordinator

The job pages put the important details together, so I knew what to expect before deciding to continue.

by Victor A.

DevOps engineer

The remote filter is useful and the listings are quick to scan. A few more country options would make it even better.

by Brandon L.

Job seeker

After a break from work, a simple search and clear filters helped me start looking again without feeling overwhelmed.

by Jessica M.

Marketing coordinator

The search is straightforward. I can move from a short result to the full role description in one click.

by Christopher H.

Operations manager

I like seeing salary, location, and experience level next to each role. It saves time when comparing openings.

by Ethan M.

Sales representative

The layout is clean and the job cards are easy to read. I am looking forward to a larger selection of listings.

by David R.

Support specialist

I found the different work formats easy to browse and could quickly open roles that matched my schedule.

Frequently asked questions

Answers about finding your next role

What can I search for?

Search by job title or keyword, then browse remote, hybrid, and onsite openings in one list.

Where can I find remote jobs?

Browse remote openings on Remote Amigo. Search by job title or keyword, then choose Remote in the work format filter. Check each listing for location or country requirements.

How do I narrow the results?

Choose a country, work format, minimum annual salary, and experience level. You can change or clear the filters at any time.

What will I see on a job page?

Each listing shows the role, company, location, work format, salary when available, skills when provided, and a job description.

Do I need an account to browse jobs?

No. You can search and read the available listings without signing in.

Does this site submit job applications for me?

No. You can search and review listings here. The Apply button starts the job preference quiz; it does not submit an application to an employer.

Where do the jobs come from?

Listings are imported from public job feeds and job sites. Job details may change at the original source, so confirm the latest information before applying.

How recent are the listings?

Search results include listings with a publication date in the last 30 days. If a source provides no publication date, the import date is used; the actual posting may be older.

Can I search for remote jobs only?

Yes. Select Remote in the job type filter to show remote listings. You can switch to Hybrid or Onsite whenever you want.

What is the difference between remote, hybrid, and onsite?

Remote roles are intended to be done away from an office. Hybrid roles combine remote and office work. Onsite roles are based at a workplace. Always read the listing for its exact location requirements.

Can I filter jobs by country?

Yes. Choose a country in the search form to narrow the listings. A remote role may still have country restrictions, so check its description before applying.

Why do some jobs have no salary listed?

Some listings do not include pay information. We show a salary when it is available and leave it out when it is not provided.

Is the salary filter a monthly or annual amount?

The minimum salary field uses US dollars per year. It filters listings that have comparable salary information.

Can I change or clear my search filters?

Yes. Change the keyword, country, job type, salary, or level in the search form. You can clear individual fields and run a broader search again.