Minnesota Licensed Financial Advisor

Job Summary

A company is looking for a Virtual Financial Advisor.

Key Responsibilities

• Engage clients through proactive outreach and schedule meaningful virtual appointments
• Provide personal financial guidance and connect clients to relevant products and programs
• Utilize sales tools and collaborate with colleagues to support client success

Required Qualifications

• 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 for securities registration and insurance licensing in all 50 states
• Satisfactory background check (criminal and financial)