Forum Financial Management, LP
At Forum, we use a highly diversified investment strategy derived from decades of academic research$1. .$1
51 - 200
Entrepreneurial Financial Advisor
September 4
🏡 Remote – Anywhere in California
Forum Financial Management, LP
At Forum, we use a highly diversified investment strategy derived from decades of academic research$1. .$1
51 - 200
Description
• Mentor with an experienced Financial Advisor • Market to potential new clients • Engage with clients to strengthen relationships • Act as an associate advisor for existing clients • Build a network for financial planning support • Prepare and present investment recommendations • Participate in advisor training and meetings • Manage client records and compliance tasks
Requirements
• 2+ years as a financial advisor is preferred • Clean compliance record • Bachelor's degree or graduate degree in business or a related field • Series 65 and CFP designation preferred, or an intent to complete • Experience in a security-related or financial planning firm is a plus • Client relationship and sales experience is a plus • Knowledge of Schwab, TD Ameritrade, and/or Fidelity custodians a plus • Knowledge of financial planning software, including Money Guide Pro
Benefits
• Mentoring program • New advisor training • Compensation model for next-generation advisors
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