2026 Take Control - Opportunities for Remote 1099 Experienced Financial Advisor Assistants jobs in United States
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REMOTE ADVISOR RESOURCES ยท 3 weeks ago

2026 Take Control - Opportunities for Remote 1099 Experienced Financial Advisor Assistants

positionUnited States
timeFull-time
remoteRemote
senioritySenior Level
money$65K/yr - $85K/yr
date5+ years exp

Remote Advisor Resources specializes in placing experienced remote assistants with independent financial advisors and RIAs. They are seeking experienced Financial Advisor Assistants for long-term, remote 1099 engagements, allowing for increased income potential and a flexible, independent career.

AdviceFinanceFinancial Services

Responsibilities

Manage advisor workflows
Support complex client relationships

Qualification

Financial Advisor AssistanceLPL FinancialFidelityCharles SchwabClient ServiceOrganization SkillsIndependent Work

Required

5+ years experience as a Financial Advisor Assistant
Backgrounds with LPL Financial, Fidelity, Charles Schwab, or independent RIAs
Strong client service, organization, and platform skills
Interest in moving from W-2 employment to independent work
Broker Dealer: 5 years (Required)

Benefits

Flexible schedule
Referral program

Company

REMOTE ADVISOR RESOURCES

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Remote Advisor Resources provides remote staffing and resources to financial advisors.
dateFounded in 2017
location
Dallas, Texas, USA
people-size11-50 employees
web-link
https://remoteadvisorresources.com

Funding

Current Stage
Early Stage

Leadership Team

P
Penne Stafford
Founder
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Company data provided by crunchbase