Investment Advisor - State Licensed

Job Summary

Guiding clients through their initial steps toward achieving financial goals, the full-time remote Wealth Solutions Investment Advisor will conduct goal-based financial consultations, facilitate onboarding and asset consolidation, and manage client interactions using Salesforce and financial planning tools.

Key responsibilities

• Conduct financial consultations to identify client goals and recommend tailored solutions
• Facilitate onboarding and asset consolidation for clients entering the Wealth Solutions program
• Collaborate with Senior Financial Advisors to ensure seamless client transitions and meet monthly activity targets

Required qualifications

• Bachelor's degree in Business, Finance, Economics, or related field, or equivalent experience
• 1-2 years of experience in financial services, sales, or customer service preferred
• FINRA Series 7, 63, and 65 (or 66) required or ability to obtain within 90 days of employment
• Strong comfort working with CRM systems and financial planning technology tools
• State life and health insurance license preferred