Remote Financial Advisor - Grow Your Client Book & Impact

Inceed; Branson (MO); On-site; USD 50,000 - 60,000; Full time

Job summary

Inceed partnered with a great company to help find a skilled Financial Advisor to join their team. You will advise clients on holistic financial planning strategies, manage and grow an existing client book, and prospect for new opportunities.

Role requires Series 65 (or 7/66) and Life Insurance Producer License, plus 2–5 years of advising experience; strong MS Office skills and comfort presenting to groups are expected.

Qualifications

• 2-5 years of financial advising experience.
• Series 65, or Series 7 and 66 certification.
• Life Insurance Producer License required.
• Proficiency with Microsoft Office suite.
• Comfort speaking in front of groups.
• Strong client service mindset.

Responsibilities

• Advise clients on holistic financial planning strategies.
• Manage and grow an existing client book.
• Prospect for new client opportunities.
• Conduct in-person and virtual client presentations.
• Meet with clients during flexible hours when needed.
• Support a team-focused, service-driven approach.

Skills

Financial advising experience

Public speaking

Relationship management

Prospecting

Education

Series 65 / Series 7 & 66

Life Insurance Producer License

Tools

Microsoft Office

Job description

Inceed partnered with a great company to help find a skilled Financial Advisor to join their team. You will advise clients on holistic financial planning strategies, manage and grow an existing client book, and prospect for new opportunities.

Role requires Series 65 (or 7/66) and Life Insurance Producer License, plus 2–5 years of advising experience; strong MS Office skills and comfort presenting to groups are expected.