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Remote Licensed Financial Advisor | Fiduciary D2C Expert
Remote / Online - Candidates ideally in
Yonkers, Westchester County, New York, 10701, USA
Listed on 2026-06-06
Yonkers, Westchester County, New York, 10701, USA
Listing for:
TANDEMS
Remote/Work from Home
position Listed on 2026-06-06
Job specializations:
-
Finance & Banking
Financial Consultant
Job Description & How to Apply Below
TANDEMS is looking for a Licensed Financial Advisor to serve our D2C clients, providing fiduciary investment advice and acting as a subject-matter expert on B2B software solutions. The ideal candidate has 4+ years of experience and a Series 65 or Series 66 license.
This role involves building strong client relationships, providing feedback to teams, and contributing to our products. We offer a competitive benefits package including a 401(k) with company match and a wellness benefit.
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