FINANCIAL ADVISOR POSITION

Lula Financial is expanding. Join our team as a Financial Advisor to help clients achieve peace of mind around their finances. Review client’s financial statements and create a holistic financial plan that guides them toward financial stability. 

You will advise clients on retirement planning, employee stock, college savings, life insurance, student loans, credit card debt and taxes. 

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Our financial planning approach is different from most financial advising firms. We are fee only advisors that practice asset guidance. We do not sell any financial products to our clients.  

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LOCATION: You’ll be working remotely over Zoom and most of your clients will be on pacific time.

 

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RESPONSIBILITIES

- Develop relationships with clients through listening to and understanding their needs.

- Provide recommendations to improve their finances.

- Create and present financial plans in an easy to understand format.  

 

REQUIREMENTS

- Minimum 10 years of career/work experience in any field

- Excellent listening skills

- Punctual 

- Eye for detail

- Ability to analyze, research and convey recommendations.

- Possess or be able to obtain a Series 65 or Series 7 + 66 or CFP.

- Bachelor’s degree in any field

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POSITION

- Owner will provide on-the-job training through shadowing and guidance.

- Contractor 

- Flexible schedule for part-time or full-time work. 

 

Please provide your resume and a 1-3 paragraph cover letter sharing why this opportunity is of interest to: benjamin@lulafinancial.com

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Accepting resumes until March 31, 2021.  Thank you for your interest.