Licensed Financial Advisor Assistant

Job is Expired

Location: Remote

Compensation: Salary

Reviewed: Thu, May 01, 2025

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.

Key Responsibilities

Proactively contact clients via phone, email, and chat
Serve as a single point of contact to address client needs
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

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Job is Expired

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