Financial Advisor
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There are currently no open positions.
Location: Remote
Employment Type: Full-time
About Us
We are a mission-driven financial services firm dedicated to helping clients build Islamic, values-aligned wealth. Our team supports clients nationwide through comprehensive financial planning and halal investment management. We are seeking an entrepreneurial Financial Advisor to join our growing team and build a book of business in their local community.
Job Description
As a Remote Financial Advisor, you will be responsible for acquiring and managing client relationships in your geographic region. This is a production-focused role ideal for a motivated self-starter with a strong network and a passion for delivering holistic, ethical financial guidance. You will work closely with our home office team for operational, investment, and compliance support while focusing your efforts on business development, relationship management, and financial planning.
Key Responsibilities
- Develop and grow your own book of business through networking, referrals, and community engagement in your local area.
- Deliver comprehensive financial planning services, including retirement, tax, charitable, estate, and investment planning.
- Serve as the primary relationship manager for your clients, maintaining regular contact and delivering proactive advice.
- Present and implement customized financial plans aligned with client goals and values.
- Use technology to meet with clients virtually and manage relationships efficiently.
- Adhere to all regulatory and compliance standards, with support from the firm’s compliance team.
- Collaborate with internal specialists and staff to ensure seamless client onboarding and service delivery.
Qualifications & Skills
- Bachelor’s Degree in a related field
- At least 5 years proven experience as a financial advisor
- Strong business development skills and an existing network in your geographic area
- Self-motivated, entrepreneurial mindset with the ability to work independently
- Certified Financial Planner (CFP®) or Chartered Financial Consultant (ChFC) are required
- Strong communication, organizational and interpersonal skills
- Comfortable working with various planning tools, Salesforce, etc.
What We Offer:
- Full back-office, compliance, and investment management support using halal separately managed accounts
- Access to institutional investment platforms, planning software, and marketing tools
- A values-driven, client-first firm culture
- Competitive payout structure based on assets gathered
Ideal Candidate:
This role is ideal for an advisor who wants the freedom to grow independently, backed by a well-respected firm. You have a strong presence in your community, a desire to make a meaningful impact through Islamic investing and planning, and the drive to build lasting client relationships.
To Apply:
Please complete this initial application and upload your resume and cover letter describing your experience and why you’re interested in working with us.
Please note: Applicants must be a U.S. citizen to be considered. A thorough background check is required to be considered for employment at Azzad.
Azzad does not accept resumes from group contracting firms or recruitment agencies.
