North Carolina Licensed Financial Advisor

Job Summary

A company is looking for a Virtual Financial Advisor to provide clients with purpose-based financial guidance remotely.

Key Responsibilities

• Engage with clients to build trust and provide tailored financial advice
• Proactively reach out to existing clients to schedule and conduct virtual appointments
• Utilize financial planning tools and collaborate with colleagues to support client needs

Required Qualifications

• Bachelor's degree or equivalent experience; military veterans encouraged to apply
• 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)