Immediate access to medical, dental, and vision insurance
401(k) plan with company match
Volunteer Time Off
Paid Time Off
Job summary
A leading financial services provider is looking for a Financial Advisor to assist clients in planning their financial futures. This role involves meeting clients, leveraging company tools for operations, and utilizing marketing resources to expand the client base. Candidates should have a high school diploma, relevant licenses, and a proven sales track record. The position is remotely designated, with up to 25% travel required. Comprehensive benefits and a supportive environment for growth are offered.
Qualifications
At least 2 years of experience working as a Financial Advisor.
Proven and successful sales track record.
Responsibilities
Meet with existing and prospective clients to plan their financial future.
Utilize company-provided technology to improve operations.
Use marketing support to reach new customers.
Skills
Sales skills
Client management
Communication
Education
High school diploma or GED
FINRA Series 7 license
Series 63 and 65 or 66
Active state variable life and health license
Job description
A leading financial services provider is looking for a Financial Advisor to assist clients in planning their financial futures. This role involves meeting clients, leveraging company tools for operations, and utilizing marketing resources to expand the client base. Candidates should have a high school diploma, relevant licenses, and a proven sales track record. The position is remotely designated, with up to 25% travel required. Comprehensive benefits and a supportive environment for growth are offered.