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.

We want to be as inclusive as possible in our hiring process. If you don’t have 100% of what we’re looking for, but feel like you’re pretty close to growing into the role — please still apply. If a candidate has only 80% of the skills but a fantastic attitude and perspective, they might be the perfect fit.

Boldin values the unique perspectives and contributions of all individuals and we strive to foster a diverse and inclusive culture. We encourage applications from individuals of all backgrounds, including and not limited to people of any race, ethnicity, or national origin, individuals with differing abilities, members of the LGBTQ+ community, veterans, gender minorities, women and people from underrepresented communities.We are committed to providing reasonable accommodations for applicants with differing abilities throughout the recruitment process. If you require any accommodations, please let us know, and we will work with you to meet your needs. We are committed to fostering an environment where everyone can bring their authentic selves to work. If you are comfortable doing so we invite you to share your preferred pronouns in your application.