Job Summary

An investment company has a current position open for a Remote Financial Advisor.

Core Responsibilities of this position include:

• Acting as the financial advisor for smaller clients
• Providing initial contact and ongoing guidance and service to the clients
• Researching and resolving any service issues or unfinished tasks

Qualifications Include:

• Current Series 7 and 66 (OR combination of both Series 63 and 65) licenses
• Insurance license may be required in the future (life, health and variable annuity)
• Ability to understand information about various securities
• Strong computer skills with the ability to learn and apply technical information
• Ability to understand and communicate research opinions and information on companies and investments
• Exceptional telephone and customer-service skills