Forum Financial Management, LP
At Forum, we use a highly diversified investment strategy derived from decades of academic research$1. .$1
51 - 200
Financial Advisor
September 1
🏡 Remote – New York
Forum Financial Management, LP
At Forum, we use a highly diversified investment strategy derived from decades of academic research$1. .$1
51 - 200
Description
• Mentor new advisors through client relationships and financial planning • Engage with clients and strengthen relationships • Build a network for referral clients • Act as an associate advisor under mentoring advisor • Generate client referrals through proactive support • Oversee client onboarding and communications • Participate in compliance and training to maintain guidelines
Requirements
• Clean compliance record • Bachelor's degree or graduate degree in business or a related field • Series 65 and CFP designation preferred, or an intent to complete • Experience in a security-related or financial planning firm is a plus • Client relationship and sales experience is a plus • Knowledge of Schwab, TD Ameritrade, and/or Fidelity custodians a plus • Knowledge of financial planning software, including Money Guide Pro
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