Proxy Financial - Remote Work From Home Jobs & Careers

Remote Job Openings at Proxy Financial (2)

Senior Financial Advisor

Proxy Financial · Full Time · 3 months ago

United States $50000 - $200K per month 5-10 yrs exp Finance

The Senior Financial Advisor serves as a strategic leader providing sophisticated financial, estate, and investment planning for high-net-worth individuals and institutions. They are responsible for scaling their practice using the company's integrated platform and collaborating with regional directors to deliver comprehensive client outcomes.

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Financial Advisor

Proxy Financial · Full Time · 3 months ago

United States 2-5 yrs exp Finance

Build and maintain long-term client relationships using a holistic, client-first model. Deliver tailored advice across financial, investment, and estate planning disciplines while leveraging integrated platforms to scale the practice.

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