FINRA Licensed Financial Advisor

Job Summary

A company is looking for a Virtual Financial Advisor to provide investment and insurance strategies to clients.

Key Responsibilities

• Consult on investment and insurance strategies while managing client relationships
• Develop and implement financial plans tailored to client needs and objectives
• Coach and educate branch staff to identify investment opportunities and enhance client experience

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, 65) licenses required
• Life & Health Insurance licenses required
• Bilingual in Spanish preferred