Financial advisors · Open now
Financial advisors, matched on how you serve clients.
Planning reviews, portfolios, retirement income and risk profiles. Series 65 or 66, Series 7, CFP and an insurance license can be listed.
Free to join. In your browser, on iPhone and on Android.
Example screen, simplified from the app.
What the skills checklist starts with
Your checklist starts pre-checked from your role. You uncheck what you don't do and pick a depth for the rest: learning, some skill, independent, can supervise, or expert. Nothing counts until you confirm it.
Work you might do
Tools
Adapted from the O*NET database (USDOL/ETA, CC BY 4.0), shortened. Members can add more.
How it works for financial advisors
Licenses
Common here: Series 65 or 66 (investment adviser representative), FINRA Series 7, CERTIFIED FINANCIAL PLANNER (CFP), Insurance agent license. A license with its number counts for matching; verification is optional.
Trade partners you might meet
CPAs, estate attorneys and insurance agents.
Where you'd meet
A coffee or the office.
Referral circles
An advisor, a CPA and an attorney in one circle: same clients, no competition.
Questions
Do financial advisors need a résumé?
No. You answer a tap-only questionnaire, check your skills and how deep each one goes, play a few short work stories, and invite people to vouch for you.
How is my license shown?
Entered with its number and state, it counts for matching right away and shows as "Self-reported". Verification ($29.99) adds a "Verified" badge. The number is never shown.
Can I meet over video?
No. This work always meets in person: A coffee or the office.
Keep exploring
Built for financial advisors. Free to join.
Free to join. Answer the basics in a few minutes and you can be matched right away. Everything else you add makes matching better.