Part-Time Remote Licensed Financial Advisor – Virtual Advice Team Job ID- 891

MaziCTools; United States; Hybrid; USD 50,000 - 55,000; Part time

Benefits offered by this job

Comprehensive medical, vision, and dental coverage

401(k) matching up to 6%

Tuition reimbursement

4 weeks of PTO

Up to 20 hours of volunteer time off

Corporate gift matching up to 3:1

Job summary

MaziCTools is seeking a Part-Time Remote Licensed Financial Advisor to join their Virtual Advice team. You'll engage with over 800,000 existing clients, building trust and developing financial strategies tailored to their goals.

The position starts with a competitive base salary ranging from $50k to $55k annually, complemented by monthly performance bonuses. Benefits include comprehensive medical coverage and the flexibility to work either from home or at the office.

Qualifications

• Currently holding Securities Series 7 license.
• Ability to pass background check (criminal and financial).
• Can pass life and health and 66 licensure within 90 days.

Responsibilities

• Engage with over 800,000 existing clients.
• Build trust and create financial strategies.
• Collaborate with the Virtual Advice team.

Skills

Relationship building

Results-driven

Collaboration

Education

College degree or equivalent work experience

Tools

Salesforce

MoneyGuidePro

Job description

Job Overview

This job isn’t about finding clients; it’s about engaging them. As a licensed financial advisor on our Virtual Advice team, you will work with over 800,000 existing clients, build trust, and create financial strategies that align with their goals.

From Day 1, you’ll start at a competitive base salary of $50k–$55k per year with additional monthly sales bonuses based on results and client impact.

Benefits

• Comprehensive medical, vision, and dental coverage
• 401(k) matching up to 6% with pension plan
• Robust tools such as Salesforce, MoneyGuidePro, and more
• Tuition reimbursement
• Flexibility to work from home or the office
• 4 weeks of PTO
• Up to 20 hours of volunteer time off
• Corporate gift matching up to 3:1

Job Qualifications

• Currently holding Securities Series 7 license
• Positive, energetic and results‑driven
• Collaborative and team‑oriented
• Strong relationship builder
• College degree or equivalent work experience
• Ability to pass a background check (criminal and financial)
• Can pass life and health and 66 licensure within 90 days of transfer if necessary
• Eligibility to be securities registered and insurance licensed in all 50 states
• Previous experience with Salesforce (or similar CRM), financial planning, and consultative sales models (or similar strategies)

Part‑Time Remote Licensed Financial Advisor – Virtual Advice Team, Job ID-891