Note: The job is a remote job and is open to candidates in USA. Kinnect Advisors is a growing, advisor-led firm focused on providing financial advisors with the independence to serve their clients effectively. The role of Financial Advisor involves building an independent practice with the support of a collaborative team, emphasizing comprehensive financial planning and client-first service.
Skills
- FINRA Series 7 registration
- FINRA Series 66 or Series 63 & 65 registration(s)
- A strong client-first mindset
- Motivation to grow within a collaborative, independent environment
Benefits
- Operate with the flexibility to recommend what’s truly in your clients’ best interest — supported by an open architecture and unbiased approach.
- You’re surrounded by experienced advisors and specialists who share insights, challenge ideas, and elevate one another.
- From operations and compliance to marketing and technology, our team helps remove friction so you can focus on advice and relationships.
- We take a comprehensive, organized approach to financial planning — helping clients (and advisors) move forward with confidence.
- Whether you want to expand, specialize, build a team, or eventually transition your practice, we support multiple pathways — including succession and continuity planning.
- Business & practice consultants
- Operations and administrative specialists
- Marketing and technology support
- Ongoing education and training resources
Company Overview
Kinnect Advisors provides estate planning, wealth management, risk management, succession planning, and tax planning services. It was founded in undefined, and is headquartered in Towson, Maryland, USA, with a workforce of 11-50 employees. Its website is https://www.kinnectadvisors.com.