Remote Financial Planning & Investment Consultant

Bethinsurance; Stroudsburg (Monroe County); Remote; USD 50,000 - 70,000; Full time

Benefits offered by this job

Company parties

Opportunity for advancement

Paid time off

Training & development

Wellness resources

Job summary

Beth Moloughney Agency is seeking a Financial Representative to market and explain financial products, educate customers about options, and support risk management strategies. You will apply analytical insight to recommend suitable solutions and collaborate with clients on personalized plans.

You will conduct reviews, discuss portfolio allocations, and stay compliant with industry regulations while enjoying flexible work-from-home options within the United States.

Qualifications

• 3+ years of experience in financial services.
• FINRA Series 6, 63 and 65 required.
• Analytical and communication skills.

Responsibilities

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

Skills

Analytical skills

Communication skills

Tools

FINRA Series 6

FINRA Series 63

FINRA Series 65

Job description

Benefits:

• Company parties
• Opportunity for advancement
• Paid time off
• Training & development
• Wellness resources
• 401(k)
• Bonus based on performance
• Competitive salary
• Flexible schedule
• Health insurance

ROLE DESCRIPTION:
As a Financial Services Representative with Beth Moloughney Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.

RESPONSIBILITIES:

• Consult customers with financial planning and investment options.
• Assist customers with portfolio management and asset allocation.
• Conduct financial reviews and recommend appropriate products.
• Maintain compliance with financial regulations.

QUALIFICATIONS:

• 3+ years of experience in financial services.
• Analytical and communication skills.
• FINRA Series 6, 63 and 65 required

Flexible work from home options available.