Financial Advisor
Financial Advisor
Contract • Remote
At Boldin, we believe that financial power belongs in the hands of individuals — not institutions. For too long, money has been controlled by systems that profit from complexity, fear, and dependence. We’re here to change that.
We exist to democratize financial confidence, to give millions of people the clarity, tools, and courage to take control of their money and their time, and to live more meaningful lives.
You will be joining Boldin at an exciting time. We have raised over $20M from top investors, are seeing tremendous growth, and we’re very optimistic about the future.
About This Role
Financial Advisor
Contract • Remote
At Boldin Advisors, we are a fee-only Registered Investment Advisor (RIA) on a mission to help people live better by making the most of their money and time. Our approach is rooted in simplicity and empowerment. We believe everyone deserves access to clear financial advice that helps them thrive. Now, we’re looking for passionate, experienced Financial Advisors to join our team!
Key Responsibilities
Create and deliver comprehensive financial plans to clients.
Support clients who want ongoing financial planning services.
Provide hourly advice as clients need help making informed decisions on a limited scope basis.
Teach and empower clients to understand their finances by breaking down complex concepts into easy-to-follow strategies.
Qualifications
CFP® or CFA® certification required.
EA® a plus.
Background in fee-only financial planning and investment advice.
At least 5 years of experience as a financial advisor owning client relationships.
Strong knowledge in portfolio management, Roth conversions, Medicare, and retirement income and withdrawal strategies.
A passion for helping clients understand and manage their money.
Excellent writing, communication, and interpersonal skills.
Salary
$28/hr for training, meetings, or pre-approved ad hoc tasks
$800 per delivered plan
$200 per hour for ad hoc additional advice appointments