Forum Financial Management, LP
At Forum, we use a highly diversified investment strategy derived from decades of academic research$1. .$1
51 - 200
Financial Advisor
September 1
đĄ Remote â 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 new advisors through client relationships and financial planning ⢠Engage with clients and strengthen relationships ⢠Build a network for referral clients ⢠Act as an associate advisor under mentoring advisor ⢠Generate client referrals through proactive support ⢠Oversee client onboarding and communications ⢠Participate in compliance and training to maintain guidelines
Requirements
⢠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
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