Jobs in Bedford, United States
Remote Regional Financial Advisor - Virtual Wealth Planning
CU Financial Management Ltd.
Regional Financial Advisor (Virtual)
CU Financial Management Ltd.
Global Participant Engagement Lead
Mesh-AI Limited
Discover more opportunities than anywhere else. Find more jobs nowHead of Customer Account Management - Remote UK
Applied Intuition Inc.
Participant Marketing Manager
Mesh-AI Limited
Manager- Customer Account Management United Kingdom (Remote)
Applied Intuition Inc.
Connect with headhunters to apply for similar jobsRemote On-Screen Journalist — Multi-Platform News
Itv Plc
Senior Medical Writer — Remote Strategy Lead
Pfizer, S.A. de C.V
Senior Medical Writer - Clinical Strategy Leader (Remote)
Pfizer, S.A. de C.V
Senior Medical Writer (Sr. Manager/Associate Director)
Pfizer, S.A. de C.V
Senior Medical Writer (Sr. Manager/Associate Director)
Pfizer, S.A. de C.V
Remote Scientific Director - Medical Communications
Applied Intuition Inc.
Scientific Director New United Kingdom - Remote
Applied Intuition Inc.
Remote Bilingual Tax Expert (CPA) Seasonal
Intuit, Inc.
Work From Home Bilingual Tax Professional - CPA - Seasonal
Intuit, Inc.
Remote Residential Conveyancer – 75% Fees, Flexible
FDR Law Limited
Residential Conveyancer – Self-Employed Consultant
FDR Law Limited
Remote Residential Conveyancer – 75% Fees, Flexible
FDR Law Limited
Residential Conveyancer – Self-Employed Consultant
FDR Law Limited
Senior Data Engineer - Remote, Scalable Pipelines
Lumenalta
Remote Regional Financial Advisor - Virtual Wealth Planning
Job summary
A financial services firm in the UK is seeking a Regional Financial Advisor to provide virtual financial planning advice. The ideal candidate should possess a valid Mutual Funds License and a passion for client service. Responsibilities include engaging with clients digitally, servicing mutual fund accounts, and maintaining compliance. Offering a salary between $55,000 to $65,000, this fully remote position emphasizes teamwork and professional growth. Candidates residing in Atlantic Canada are preferred.
Benefits
Qualifications
- 2+ years of relevant experience required.
- Strong knowledge and passion for financial planning.
- Availability Monday to Friday between 9 am and 5 pm.
Responsibilities
- Provide holistic advice to clients via virtual interactions.
- Service existing mutual fund accounts and facilitate account openings.
- Proactively engage new and existing clients.
Skills
Education
* The salary benchmark is based on the target salaries of market leaders in their relevant sectors. It is intended to serve as a guide to help Premium Members assess open positions and to help in salary negotiations. The salary benchmark is not provided directly by the company, which could be significantly higher or lower.