Financial Advisor

rekroot; Allen (TX); Remote; USD 68,000 - 74,000; Full time

Job summary

Join a forward-thinking organization as a Virtual Financial Advisor, where your success is supported by a collaborative culture and a wealth of resources. This entry-level position offers a unique opportunity to engage with clients, providing personalized financial advice while working from home. With a strong focus on personal growth, you'll receive comprehensive onboarding and coaching, including financial services licensing. Enjoy the benefits of a Fortune 500 company, including competitive compensation, a robust 401(k) plan, and generous paid time off. If you're driven to help others succeed and are ready for an exciting career change, this role is perfect for you.

Benefits

401(k) Matching

Pension Plan

Life Insurance

Disability Insurance

Paid Time Off

Well-being Programs

Gift Matching Program

Maternity Leave

Paternity Leave

Tuition Assistance

Qualifications

• Self-disciplined and motivated to help others achieve their goals.
• Experience in consultative sales and financial planning is beneficial.

Responsibilities

• Provide personal, actionable advice to clients virtually.
• Support clients through a collaborative culture with colleagues.

Skills

Interpersonal Skills

Consultative Sales

Financial Planning

Self-discipline

Motivational Skills

Education

Bachelor’s Degree

Equivalent Experience

Tools

Salesforce

Job description

6 days ago Be among the first 25 applicants

Nothing influences your success more than a solid roadmap to your growth. Your onboarding will be an immersive and engaging experience. You’ll receive the support, stability and opportunity of a Fortune 500 leader. And if you’re new to the financial services industry, we offer up to 90 days of pay and coaching as you obtain the state insurance and securities licenses necessary for this position.

Role Description

• Meet with clients virtually to provide personal, actionable and achievable advice
• Have access to a large existing client base, and have the ability to help your friends, family and natural market
• Get the support of collaborative culture with colleagues who want you to be successful and are willing to help you do so
• Flexibility to work from home

What You Bring

Our culture and our people are special. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Virtual Financial Advisor if you’re:

• Self-disciplined, independent and driven to succeed
• Motivated by helping others and seeing them achieve their goals, not just selling products
• A natural coach or guide with strong interpersonal skills
• Positive, energetic & results oriented
• Collaborative and excited to contribute to your team

Successful financial advisors have come from a variety of career backgrounds, including outside sales, account executives, real estate, client services, hospitality or event managers, business development, admissions counselors, fundraisers and similar roles. Skills acquired in these fields transition well into the Virtual Financial Advisor role.

Requirements

• Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply
• The following licenses must be currently active or obtained within 90 days of hire - Life and Health, Series 7, Series 66
• State insurance licensed and appointed in life, health and variable lines of authority or obtained within 90 days
• Eligibility to be securities registered and insurance licensed in all 50 states
• Previous experience with Salesforce (or a similar CRM), financial planning, consultative sales models (or similar strategies) is an advantage
• Satisfactory background check (criminal and financial)

Compensation and Benefits

You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy:

• 401(k) matching and a pension plan
• Life and disability income insurance
• Maternity/paternity leave as well as adoption and surrogacy assistance
• 4-weeks of paid time off, plus up to 20 hours of volunteer time off
• Well-being programs to help you manage your physical, emotional and financial health
• Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

Referrals increase your chances of interviewing at rekroot by 2x

Inferred from the description for this job

Medical insurance

401(k)

Vision insurance

Pension plan

Paid maternity leave

Paid paternity leave

Tuition assistance

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