Job Summary

Scalesforth is seeking a highly motivated and detail-oriented Remote Financial Planning Consultant to join our dynamic team. In this role, you will work closely with clients to understand their financial goals, develop tailored strategies, and provide expert advice to help them achieve financial success. This is an excellent opportunity for professionals passionate about finance and offering personalized solutions, all from the comfort of your home.

Key Responsibilities

• Engage with clients to assess their financial status, objectives, and risk tolerance.
• Develop comprehensive financial plans addressing areas such as investments, retirement, tax optimization, and estate planning.
• Analyze client portfolios and suggest improvements to maximize returns while managing risks.
• Provide ongoing support and updates to clients regarding their financial strategies and market trends.
• Stay updated on financial regulations, market conditions, and investment opportunities to offer informed advice.
• Build long-term relationships with clients by maintaining trust, professionalism, and proactive communication.
• Collaborate with internal teams to ensure smooth implementation of financial plans.

Required Skills and Qualifications

• Bachelors degree in Finance, Economics, Accounting, or a related field.
• Certification in financial planning (e.g., CFP, CFA, or equivalent) is highly desirable.
• Strong analytical skills with the ability to interpret complex financial data.
• Excellent communication and interpersonal skills to interact with clients effectively.
• Proficiency in financial planning software and tools.
• High level of organizational skills and attention to detail.
• Self-motivated and capable of working independently in a remote environment.

Experience

• Minimum of 3 years of experience in financial planning, wealth management, or a related field.
• Proven track record of developing successful financial strategies for clients.

Working Hours

• Flexible working hours to accommodate client meetings across different time zones.
• Core availability during business hours for team collaborations and training.

Knowledge, Skills, and Abilities

• Deep understanding of financial planning principles, investment products, and market trends.
• Ability to identify client needs and customize strategies to meet unique goals.
• Strong problem-solving skills and a proactive approach to addressing client concerns.
• Knowledge of tax laws and regulations relevant to financial planning.

Benefits

• Competitive salary with performance-based incentives.
• Work from home with flexible scheduling options.
• Comprehensive training and career development opportunities.
• Access to cutting-edge financial tools and resources.
• Health, dental, and vision insurance.
• Paid time off and holiday benefits.
• Opportunity to work with a diverse and talented team.

Why Join Scalesforth?

At Scalesforth, we pride ourselves on fostering a supportive and inclusive work culture where innovation and collaboration thrive. As a Remote Financial Planning Consultant, you will have the freedom to balance your professional and personal life while making a meaningful impact on clients financial futures. We value our team members and provide the resources and encouragement needed to excel in their careers.

How to Apply

If you are ready to take your financial planning career to the next level, we would love to hear from you. Please submit your resume and a cover letter detailing your experience and passion for financial planning to us. Include Remote Financial Planning Consultant Application in the subject line.

Applications are reviewed on a rolling basis, so apply early to secure your opportunity.