Remote Licensed Financial Advisor — Part-Time, Virtual Advice

MaziCTools

United States

Hybrid

USD 50,000 - 55,000

Part time

14 days+
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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

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.

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