Remote Investments Jobs · Financial Planning

• Complete comprehensive training and obtain required licenses to become a successful Financial Advisor
• Develop a book of business through prospecting, networking, and building client relationships
• Provide sound financial advice and manage client portfolios consistent with their objectives and risk tolerance

Raymond James is a diversified financial services company providing wealth management, capital markets, asset management, banking and other services to individuals, corporations and municipalities. Founded in 1962, the company has a people-first culture with locations across the US, Canada, UK and Germany, and emphasizes diversity, inclusion and professional growth.

• Provide remote financial advice to customers, handling complex pension consolidation and drawdown cases.
• Review and sign off advice plans generated by the Advice Engine, ensuring suitability and quality.
• Coach less experienced advisers and contribute to shaping House Rules and service improvements.

Moneybox is an award-winning wealth management platform that helps nearly two million people build wealth through saving, investing, home buying, and retirement planning. The company is fast-growing with a collaborative and inclusive culture.

• Build and grow your own firm, powered by Savvy's platform and resources.
• Develop client relationships and your book of business with the support of AI-powered prospecting and marketing tools.
• Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, and risk management.

Savvy is a registered investment advisor reinventing wealth management with an AI-native platform for independent advisors. The Series C company has 170+ employees, $200M raised, and is a Great Place to Work.