New Hampshire Licensed Financial Advisor

Job Summary

A company is looking for a Virtual Financial Advisor to provide financial guidance and support to clients remotely.

Key Responsibilities

• Engage with clients to build trust and provide tailored financial advice
• Conduct virtual meetings to assist clients in creating and maintaining financial plans
• Leverage existing client relationships and tools to enhance client service and sales

Required Qualifications

• Bachelor's degree or equivalent experience; military veterans encouraged to apply
• FINRA Series 7, 63/65 or 66 required or must be obtained within 90 days
• State insurance license in life, health, and variable lines of authority or must be obtained within 90 days
• Eligibility to be securities registered and insurance licensed in all 50 states
• Satisfactory background check (criminal and financial)