Investment Advisor - FINRA Licensed
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Job Summary
Guiding clients through their financial journey, the full-time remote Investment Advisor - FINRA Licensed will conduct consultations, assist with onboarding into the Wealth Solutions program, and utilize technology platforms to manage client interactions while developing into a Senior Financial Advisor role.
Key responsibilities
- Conduct financial consultations to evaluate client goals and recommend appropriate wealth management solutions
- Guide clients through the onboarding process, including account opening and asset consolidation
- Utilize Salesforce CRM and digital planning tools to document client interactions and manage follow-up activities
Required qualifications
- Bachelor's degree in Business, Finance, Economics, or a related field, or equivalent experience
- Active FINRA Series 7, Series 63, and Series 65 licenses, or Series 66
- FINRA Fingerprinting required
- State Life and Health Insurance License preferred
- Prior experience in financial services or client-facing financial roles is strongly preferred
Complete Job Description
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