FINRA Licensed Financial Advisor

Job Summary

A company is looking for a Financial Professional Advisor (REMOTE).

Key Responsibilities

• Proactively connect with clients to provide timely support and guidance
• Coordinate resources to efficiently address client needs as a single point of contact
• Assist clients with transactions and identify new opportunities based on evolving financial goals

Required Qualifications

• Bachelor's degree or equivalent relevant industry experience in client engagement and financial services
• Active FINRA licenses, including Series 7, Series 63, and Series 65 (or equivalent), and Life Insurance licenses
• Six to eight years of proven sales experience in a client-focused environment