Skip to main content
McCarthy Search

Senior Financial Advisor - Remote Pensions & Drawdown Expert

L5

remoteMillbrae, CAtoday

Occupations

Personal Financial AdvisorsFinancial and Investment AnalystsFinancial Specialists, All Other

Industries

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.
Apply now (opens in a new tab)
Apply now (opens in a new tab)

Level

SeniorL5

Location

Millbrae, CA

Occupation

Personal Financial Advisors

Industry

Portfolio Management and Investment Advice

Posted

today

To get sharper similar jobs, create your profile using the link below.

Create profile