Licensed Financial Advisor

Location: Remote

Compensation: Salary

Reviewed: Wed, Apr 08, 2026

This job expires in: 26 days

Job Category: Financial

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Education Level: Bachelors

Job Summary

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

Key Responsibilities

Proactively contact clients via phone, email, and chat
Serve as a single point of contact to address client needs and validate investment decisions
Assist clients in initiating or completing transactions and identify new opportunities

Required Qualifications

Bachelor's degree or equivalent relevant industry experience
FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses
6-8 years of sales experience

COMPLETE JOB DESCRIPTION

The job description is available to subscribers. Subscribe today to get the full benefits of a premium membership with Virtual Vocations. We offer the largest remote database online...

Apply

Company Overview

Company Company Name

Headquarters Headquarters

Founded Founded

Website

Wikipedia Wikipedia URL

The company description is available to subscribers. Subscribe today to get the full benefits of a premium membership with Virtual Vocations. We offer the largest remote database online...