Financial Advisor

Boldin

Completely RemoteContractSales & Business Development
Posted Today

Job description

About the Company

Boldin is a fee-only Registered Investment Advisor (RIA) on a mission to democratize financial confidence. They aim to provide millions of people with the clarity, tools, and courage to take control of their money and time.

Responsibilities

  • Create and deliver comprehensive financial plans to clients
  • Support clients seeking ongoing financial planning services
  • Provide hourly advice for informed decision-making on a limited scope basis
  • Teach and empower clients by breaking down complex financial concepts into easy-to-follow strategies

Requirements

  • CFP® or CFA® certification required
  • At least 5 years of experience as a financial advisor owning client relationships
  • Background in fee-only financial planning and investment advice
  • Strong knowledge in portfolio management, Roth conversions, Medicare, and retirement income/withdrawal strategies
  • Excellent writing, communication, and interpersonal skills

Preferred Qualifications

  • EA® certification is a plus

Skills & tools

FinancePortfolio Management

What the team is looking for

Use this list as a quick fit check before you apply.

  1. 01CFP® or CFA® certification
  2. 025+ years experience as a financial advisor
  3. 03Knowledge of portfolio management and Roth conversions
  4. 04Strong communication skills
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