Arizona Licensed Financial Advisor

Job Summary

A company is looking for a Virtual Financial Advisor who will work remotely to provide personalized financial planning and investment solutions to clients.

Key Responsibilities

• Consults on investment and insurance strategies, develops financial plans, and manages client relationships
• Acquires and expands client relationships through business development and networking, enhancing client loyalty
• Coaches branch staff on identifying investment opportunities and collaborates with internal partners to drive results

Required Qualifications

• Bachelor's degree or equivalent combination of education and experience
• 2+ years of relevant professional experience
• FINRA Series 7 and 66 (or 63 and 65) licenses required
• Life and Health Insurance licenses required
• No specific certifications required