North Carolina Licensed Financial Advisor

Job Summary

A company is looking for a Financial Advisor (Virtual US).

Key Responsibilities

• Assist retirement plan participants with financial planning and investment advisory services through inbound calls
• Make outbound calls to customers interested in financial advisory programs and support account setup and maintenance
• Explain retirement plan requirements and respond to customer inquiries regarding accounts and related issues

Required Qualifications

• Series 65 or 66 certification required
• Experience in financial planning and investment advisory services
• Ability to educate callers on retirement and investment concepts
• Experience in building rapport and interpersonal skills
• Proficiency in utilizing data to influence customer decisions