Financial Advisor

About the role

Financial Advisor Contract Remote At Boldin Advisors, we are a fee-only Registered Investment Advisor (RIA) on a mission to help people live better by making the most of their money and time. Our approach is rooted in simplicity and empowerment. We believe everyone deserves access to clear financial advice that helps them thrive.

Key Responsibilities

• Create and deliver comprehensive financial plans to clients.
• Support clients who want ongoing financial planning services.
• Provide hourly advice as clients need help making informed decisions on a limited scope basis.
• Teach and empower clients to understand their finances by breaking down complex concepts into easy-to-follow strategies.

Qualifications

• CFP® or CFA® certification required.
• EPA® a plus.
• Background in fee-only financial planning and investment advice.
• At least 5 years of experience as a financial advisor owning client relationships.
• Strong knowledge in portfolio management, Roth conversions, Medicare, and retirement income and withdrawal strategies.
• A passion for helping clients understand and manage their money.
• Excellent writing, communication, and interpersonal skills.

Pay

• $28/hr for training, meetings, or pre-approved ad hoc tasks
• $800 per delivered plan
• $200 per hour for ad hoc additional advice appointments