Recruiter4You

Independent Financial Advisor

Recruiter4You

full-time

Posted on:

Location Type: Remote

Location: Anywhere in the World

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About the role

  • As an Independent Financial Advisor, you’ll have the autonomy to build your client base while backed by industry-leading support, global infrastructure, and a strong in-house admin and compliance team.
  • You’ll advise international clients on: Retirement planning, Wealth management, Investment solutions, Insurance and protection, Estate and succession planning.

Requirements

  • Minimum 2 years of experience in financial services
  • Proven track record in client acquisition and portfolio growth
  • Strong interpersonal and communication skills
  • A results-driven and entrepreneurial mindset
  • Relevant qualifications (e.g., CISI, CII, Level 4 Diploma or equivalent) preferred
  • Fluent in English; additional languages are a plus
Benefits
  • Uncapped, commission-based earnings
  • Full administrative, marketing, and compliance support
  • Access to top-tier financial products and global platforms
  • Cutting-edge CRM and lead generation tools
  • Regular training and career development
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
Retirement planningWealth managementInvestment solutionsInsurance and protectionEstate planningSuccession planning
Soft Skills
Interpersonal skillsCommunication skillsResults-driven mindsetEntrepreneurial mindset
Certifications
CISICIILevel 4 Diploma