Personal Financial Advisors

Programs in financial planning are becoming more available in colleges and universities. Do you offer Insurance Health and dental What is the sick leave policy like? Also get an email with jobs recommended just for me Company with Financial Advisor jobs Fisher Investments Fisher Investments is an independent, privately-owned money management firm serving institutions and affluent individuals. Successful performance means a minimum or no financial risks and zero legal Budget analysts help public and private institutions organize their finances. JPMorgan Chase - 23 days ago - save job - more But technology has reached the point where planners can work effectively with clients online and provide advice and information via phone, IM and video chat.

Here are some of the highest paying financial jobs you can do from home. Topics. What's New. Independent Financial Planner. This last category of work-at-home jobs encompasses several.

What They Do

Many financial planners work out of their home offices and meet with clients on an appointment only basis. Others work for financial services companies in an office environment. Planners charge by the hour, on a project or retainer basis, or as a percentage of the value of the assets managed. Others are commission-only planners, who do not charge for their time, but receive a commission on the products they sell. Still others, use a combination of commission and hourly rates.

Financial educators can work independently or affiliate with an educational institution. They earn income from 1-to-1 consultations, classes, workshops and publications. Resources for Further Exploration: Certified Financial Planner Board. National Association of Personal Financial Advisors. But technology has reached the point where planners can work effectively with clients online and provide advice and information via phone, IM and video chat. The number of websites that allow clients with relatively simple financial situations to enter their information and receive personalized recommendations and advice is growing rapidly along with the array of products and services that these sites provide.

A New Opportunity for Planners Planners who choose to work for firms that offer online advice will most likely still have to spend at least some time in an office, but in many cases this arrangement will allow them to avoid the daily nine to five grind.

Anyone who has the proper licensure and credentials just needs a computer and a space to work at home in order to conduct business. Some planners will meet clients in person by appointment for an introductory meeting and then communicate with them via phone or online from then on, while other planners work exclusively from home and may never see the majority of their clients in person, depending upon their firm's policy.

Some planners may also be able to meet with clients directly in their the planners' homes if they have the means to create a separate office and meeting area at their residence. Of course, working from home has always been an option to some extent, but in times past this generally required a regular commute to a central office to deliver paperwork and accomplish other tasks; while this is still sometimes necessary, new data-sharing technology such as Dropbox has made it much easier to transmit and share documentation electronically.

Companies with Online Options Many websites that offer online planning either allow or require their clients to upload most or all of their financial accounts and information into a sophisticated proprietary planning or budgeting program that allows the planner to see the client's entire financial picture at a glance.

This level of technological transparency greatly reduces the amount of time that planners traditionally had to spend gathering and entering their clients' financial information. Clients who provide all of their information properly through this channel can often receive immediate feedback from the planner on certain topics.

Some of the websites that offer these services include:. One of its chief goals is to simply provide a user-friendly platform from which women can start to take control of their finances. Customers can use the site's My Money Center platform to view all of their finances at a glance.

Learnvest provides personalized, unbiased advice for a fee and does not offer money management services of any kind. Personal Capital provides a turbo-charged indexing investment program and assigns a personal advisor to communicate directly with each client.

Clients can also link all of their financial accounts together on the online financial dashboard. Time Magazine rewarded the company for its effort to integrate financial planning into a digital platform by naming the site one of the 50 best websites in

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Be A Financial Planner From Home. By Mark P. Cussen and credentials just needs a computer and a space to work at home in order to conduct business. Some planners will meet clients in person. 61 Financial Advisor jobs available in Remote on Apply to Junior Financial Planner, Student Advisor, Client Advisor and more! Skip to Job Postings, Work at Home (4) Financial Advisor jobs nationwide; Company. United Nations Development Programme (UNDP) (11). Those who sign up get a free initial consultation with a Certified Financial Planner® Practitioner as well as a monthly newsletter. As with other work-at-home jobs, this alternative could.


Financial Planning jobs available in Remote on Apply to Student Advisor, Order Manager, Human Resources Specialist and more! Personal financial advisors provide advice on investments, insurance, mortgages, college savings, estate planning, taxes, and retirement to help individuals manage their finances. Most personal financial advisors work in the finance and insurance industry or are self-employed. They typically work Entry-level education: Bachelor's degree. 9 Times You Need to Talk to a Financial Advisor "One of the biggest reasons people should work with a financial planner is so that they don't make emotional mistakes," says Richard Wald.

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