A leading financial services provider is seeking experienced Financial Advisors to help clients achieve their financial goals. You will meet with existing and prospective clients using technology and marketing resources to grow your business. The ideal candidate should have at least 2 years of experience and hold necessary FINRA licenses. This remote position may include up to 25% travel, reflecting our commitment to flexible work-life balance and extensive benefits.
Qualifications
2+ years experience as a Financial Advisor preferred.
Active FINRA Series 7 licenses and a Series 63 and 65 or 66.
Active state variable life and health license required.
Responsibilities
Meet existing and prospective clients for financial planning.
Utilize company technology and marketing support to grow the business.
Collaborate with colleagues for skill and method enhancement.
Skills
Sales track record
Client relationship management
Financial planning
Education
High school diploma or GED
Tools
Financial planning tools
Client management software
Job description
A leading financial services provider is seeking experienced Financial Advisors to help clients achieve their financial goals. You will meet with existing and prospective clients using technology and marketing resources to grow your business. The ideal candidate should have at least 2 years of experience and hold necessary FINRA licenses. This remote position may include up to 25% travel, reflecting our commitment to flexible work-life balance and extensive benefits.