Senior Financial Advisor - Remote Pensions & Drawdown Expert
remoteMillbrae, CA
Senior Financial Advisor - Remote Pensions & Drawdown Expert
Portfolio Management and Investment AdviceOther Management Consulting ServicesMiscellaneous Financial Investment Activities
Moneybox is seeking a Senior Financial Advisor to anchor complex pension and drawdown cases, guiding Advisers and shaping advice outputs. You will ensure plans are suitable and compliant while coaching others and supporting the Advice Engine. You will lead video consultations, handle escalations, and drive high-quality outcomes for retirement planning, in a remote role with strong team culture and impact.
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Level
Senior L5
Location
Millbrae, CA
Occupation
Personal Financial Advisors
Industry
Portfolio Management and Investment Advice
Posted
today