Georgia Licensed Financial Advisor

Job Summary

A company is looking for a Virtual Financial Advisor.

Key Responsibilities

• Engage clients through virtual meetings to provide personalized financial guidance
• Assist clients in creating and maintaining financial plans aligned with their values
• Proactively reach out to existing clients to schedule meaningful appointments

Required Qualifications, Training, and Education

• Bachelor's degree or equivalent experience
• FINRA Series 7, 63/65 or 66 required or to be obtained within 90 days
• State insurance licensed in life, health, and variable lines or to be obtained within 90 days
• Eligibility to be securities registered and insurance licensed in all 50 states
• Satisfactory background check (criminal and financial)