Job Summary
A retirement company is searching for a person to fill their position for a Remote Advisory Services Outbound Licensed Associate Financial Advisor.
Core Responsibilities Include:
- Supporting managed account campaigns from an outbound call perspective with the goal of educating participants
- Identifying, executing and following up on opportunities to contract additional client assets
- Adhering to compliance/risk procedures and exhibit detailed attention to policy and procedures
Must meet the following requirements for consideration:
- Bachelor’s Degree and/or equivalent work experience
- Must be general securities licensed to open Brokerage IRA’s and Taxable Retail accounts and perform trading in both accounts
- REGISTRATIONS / CERTIFICATIONS / LICENSING REQUIRED: FINRA 7, 65, and 63 registrations
- Goals and results oriented with high level of accountability to produce positive results
- Must be available to work during hours of 8 am to 8 PM ET
- Must be available to work overtime as needed
