Remote Financial Services Advisor (Licensing & Training)

Wisepath Financial Group; Scottsbluff (NE); Remote; USD 42,000 - 62,000; Full time

Job summary

Qualifications

• Excellent verbal and written communication skills.
• Strong interpersonal abilities and genuine interest in helping clients achieve financial goals.
• Ability to work independently in a remote setting.
• Confidence in initiating conversations, networking, and building professional relationships.
• Strong organizational skills, attention to detail, and follow-through.

Responsibilities

• Participate in training and complete licensing and registration requirements.
• Identify and connect with prospective clients through referrals, networking, associations, and community outreach.
• Conduct client consultations to understand financial objectives, current coverage, cash flow, and future planning needs.
• Use financial planning tools to evaluate client circumstances and identify suitable recommendations.
• Explain available financial protection and retirement planning solutions within licensing guidelines.
• Develop and maintain long-term client relationships through regular communication and ongoing support.
• Maintain organized client records complying with regulations and internal procedures.
• Collaborate with mentors to strengthen product knowledge and client service.
• Stay informed about industry developments through ongoing training and education.

Education

Bachelor's degree or equivalent

Job description