North Carolina Licensed Financial Advisor

Job Summary

A company is looking for a Financial Advisor - Virtual.

Key Responsibilities

• Receive inbound calls from retirement plan participants seeking financial planning assistance and support investment advisory services
• Make warm outbound calls to customers interested in financial advisory programs and assist in account setup and maintenance
• Explain employer-based retirement plan requirements and answer customer inquiries regarding account information and transactions

Required Qualifications

• Series 65 or 66 certification required
• Experience in delivering financial planning and investment advisory services
• Ability to educate callers on complex retirement and investment concepts
• Experience in building rapport and interpersonal skills
• Demonstrated ability to utilize data to persuade and influence customers