New York 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 recommendations
• Meet with clients virtually to offer personal and actionable financial advice
• Proactively reach out to re-engage existing clients and schedule meaningful appointments

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 to be securities registered and insurance licensed in all 50 states
• Satisfactory background check (criminal and financial)