Remote Financial Advisor Assistant

Remote Advisor Resources places experienced Financial Advisor Assistants with independent financial advisors and RIAs across the United States.We are seeking assistants with prior experience supporting Financial Advisors, RIAs, or Broker-Dealer practicesResponsibilities• Client service and advisor support• New account opening, transfers, and account maintenance• CRM management (Redtail, Wealthbox, Salesforce)• Working within advisor platforms such as LPL Financial, Schwab, Fidelity Wealthscape, Goldman Sachs Custody, or similar custodians• Scheduling client meetings and managing administrative workflowsRequirementsPrior experience supporting a Financial Advisor, RIA, or Broker-Dealer required• Familiarity with platforms such as LPL, Schwab, Fidelity, or Goldman Sachs Custody• Strong organization and client service skills• Ability to work independently in a remote environmentPosition Details• Remote Independent Contractor role• Flexible hours depending on advisor needs• Opportunity to support advisors across multiple firmsIf you have experience supporting financial advisors and are seeking remote opportunities, we encourage you to apply.