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Job Category:

Consulting, Virtual Assistant, Finance


Pay: TBD

Overview

SmartPath Advisors, a subsidiary of SmartPath, Inc. is looking to bring on a few Part-Time Virtual Advisors.

SmartPath Advisors is a fee-only RIA in Atlanta, GA, serving clients in multiple states – all virtually. The majority of our clients come from the employers we work with.

Over a 2-3 call engagement, a Part-Time Virtual Advisor will provide a client with retirement projections and analysis. This service is free to the client as her/his/their employer has already paid for the service.

Requirements:

  • CFP® Professional (in good standing with full use of the marks)
  • You’re familiar with using RightCapital
  • You’ve constructed retirement projections and presented to clients
  • You’re comfortable working with clients virtually (phone, email, and screen share)
  • Your current employer will not restrict you from working with an RIA (if you own/operate your own RIA that’s not a problem)
  • You can commit to an average of 10-20 hours per week. We offer very flexible hours that can be adjusted to fit your schedule
  • You live in one of the following states: FL, GA, LA, MD, OH, PA, or TX

If you live in another state that is not listed above and are interested in applying for this position, feel free to submit your information and we will keep you in mind as we expand into other states.

To Be Clear:

  • You are not required to do ANY business development
  • We provide the clients, you service them
  • We don’t manage money or sell any products
  • This is not an entry-level position

Company – SmartPath

Click Here to Apply