Position Title: Financial Advisor (Remote)
Company: Sun Harbor Advisors LLC
Location: Remote, U.S.
About Us:
At Sun Harbor Advisors LLC, we are passionate about empowering individuals and families to achieve their financial goals and secure a brighter future. As a premier investment advisory firm, we specialize in personalized wealth management solutions that align with our clients' unique aspirations. We are growing our team of dedicated financial experts who share our commitment to excellence, transparency, and client success.
Position Overview:
Are you an experienced, client-focused Financial Advisor looking to elevate your career with a highly reputable firm? Do you want to work in a remote environment that offers flexibility, growth, and a strong support system? Join Sun Harbor Advisors as a Financial Advisor, where you’ll have the opportunity to make a real impact, build lasting client relationships, and be part of a dynamic and innovative financial advisory team.
Key Responsibilities:
- Client Consultation: Engage with clients to understand their financial objectives, risk tolerance, and lifestyle aspirations to develop tailored financial strategies.
- Portfolio Management: Design and manage investment portfolios aligned with clients' goals and market conditions, balancing growth, income, and preservation strategies.
- Financial Planning: Provide holistic financial guidance across retirement planning, estate planning, tax strategies, and more.
- Market Research: Stay up-to-date on financial trends, investment products, and market conditions to offer informed recommendations.
- Client Education: Educate clients on financial planning principles and empower them to make confident financial decisions.
Continuous Relationship Building: Build trust and maintain ongoing communication with clients, addressing their evolving needs and providing excellent service.
What We Offer:
- Remote Flexibility: Work from anywhere in the U.S. while delivering top-tier advisory services.
- Competitive Compensation Package: Base salary with generous commission structure and performance bonuses.
- Ongoing Professional Development: Access to training, certifications, and educational resources to stay at the forefront of financial advising.
- Advanced Technology & Support: Tools and resources to simplify portfolio management, client tracking, and financial analysis.
- Collaborative Culture: Join a supportive, client-focused team dedicated to helping you thrive and grow in your career.
Client Referrals & Lead Generation: Benefit from our established client base and brand reputation to expand your book of business.
Qualifications:
- Proven experience as a Financial Advisor, Wealth Manager, or similar role.
- Series 7, Series 63, or Series 65 licenses required.
- In-depth knowledge of financial planning, investment strategies, and market analysis.
- Exceptional communication and interpersonal skills with a client-first mentality.
Ability to work independently and within a collaborative remote team environment.
Why Sun Harbor Advisors?
Sun Harbor Advisors LLC is more than just an advisory firm—we’re a team driven by purpose, innovation, and the desire to see our clients succeed. Here, your contributions matter. We celebrate both individual achievements and team success, creating an environment where everyone feels valued and empowered.
Ready to Elevate Your Career?
If you’re ready to make a difference, join Sun Harbor Advisors LLC as a Financial Advisor and help us shape the financial futures of our clients. To apply please submit your resume and a cover letter to careers@sunharboradvisory.com or through our online application system.
