Financial Advisor

Position Overview

• Location Type: Remote
• Employment Type: Full-time
• Salary: Not specified

The Motley Fool is a purpose-driven financial information and services firm. We are committed to diversity, inclusion, and equity. This role focuses on converting leads into clients and clients into advocates for The Motley Fool’s investment strategies. It involves a blend of fiduciary advising, sales, and client service, primarily through virtual meetings.

Responsibilities

• Be the first point of contact for prospective clients.
• Conduct virtual meetings (phone calls or Zoom) with prospects.
• Focus on lead conversions and building a book of business.
• Represent the Foolish brand and promote the success of actively managed stock strategies.
• Collaborate with a small team of advisors and client experience professionals.
• Help construct personalized portfolios based on the portfolio management team’s stock selections.
• Develop fluency in the core managed account program.
• Understand and articulate the Motley Fool’s investment strategies.
• Build and maintain relationships with prospective and existing clients.
• Manage a book of business with clients at various levels.
• Contribute to the team’s overall success in generating new client business.

Requirements

• Not specified

Company Information

The Motley Fool is a purpose-driven financial information and services firm with nearly 30 years of experience. They manage over $2.2 billion in stock-focused managed accounts and $2 billion in ETFs. Motley Fool Ventures manages $264 million in committed capital. The company is firmly committed to diversity, inclusion, and equity.

Additional Notes

• Prospect meetings are virtual by default.
• Investment strategies are focused on individual stock picking.
• Operates as a team with collaborative opportunities.