Virtual Financial Advisor Insurance Agent

Yellowstone Life Insurance Agency; Weatherford (TX); Remote; USD 50,000 - 80,000; Full time

Job summary

A leading financial advisory firm is seeking a Virtual Financial Advisor to provide personalized financial advice to clients. This remote position requires a minimum of 2 years of experience, strong knowledge of financial products, and relevant licenses. Join a dynamic team and help clients achieve their financial goals while enjoying the flexibility of working from home.

Benefits

Freedom to work virtually

Qualifications

• Minimum 2 years of experience in financial planning.
• Strong knowledge of investment products and retirement strategies.
• Series 7 and Series 65 or 66 licenses required.

Responsibilities

• Build and maintain relationships with clients.
• Assess clients' financial needs and recommend suitable products.
• Create and present customized financial plans.

Skills

Interpersonal skills

Communication skills

Analytical skills

Education

Bachelor's degree in finance, economics, or related field

Job description

Yellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor to join our team. As a Virtual Financial Advisor, you will provide personalized financial advice and solutions to clients to help them reach their financial goals. This is a remote position, allowing you to work from the comfort of your own home.

Responsibilities:

1. Build and maintain relationships with clients, acting as their primary point of contact for all financial matters.
2. Assess clients' financial needs and goals through thorough analysis and consultation.
3. Recommend suitable investment and insurance products based on clients' risk tolerance, time horizon, and financial objectives.
4. Create and present customized financial plans to clients, outlining their current financial situation and proposing strategies to help them achieve their goals.
5. Monitor clients' investment portfolios and make recommendations for adjustments as needed based on market conditions and clients' changing circumstances.
6. Stay up-to-date with industry trends and regulatory changes to ensure compliance with all relevant regulations and guidelines.

Requirements:

• A minimum of 2 years of experience in financial planning or a related field.
• Strong knowledge of investment products, retirement planning strategies, and insurance solutions.
• Excellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise manner.
• Ability to work independently and remotely, with a high level of initiative and self-motivation.
• Series 7 and Series 65 or 66 licenses required.
• Bachelor's degree in finance, economics, or a related field preferred.

Benefits:

Freedom & ability to work virtually.

Seniority level

• Entry level

Employment type

• Full-time

Industries

• IT Services and IT Consulting