Job Summary
A financial company has an open position for a Remote Financial Advisor .
Core Responsibilities of this position include:
- Providing a solutions-based approach to clients by phone and other web-based technologies
- Partnering with the branch office
Must meet the following requirements for consideration:
- Depth of knowledge of principles and practices of a specific field of specialization such as finance, human resources, IS, marketing, etc
- Series 7 and 66 required
- Ability to understand and articulate financial matters with clients in a way that builds relationships
- Insurance license may be required in the future (life, health and variable annuity)
