Job Summary
A staffing agency is searching for a person to fill their position for a Remote Financial Advisor Assistant.
Must be able to:
- Analyze financial information obtained from clients to determine strategies, products and services
- Provide information/education to clients about the purpose and details of financial products, services and strategies
- Build and maintain client base, keep client plans up-to-date and acquire new clients on an ongoing basis
Applicants must meet the following qualifications:
- Results-driven, highly motivated, self-starter who possesses integrity
- Team player who possesses excellent interpersonal skills and communication abilities
- State life and health licenses
- FINRA Series 7 and 66 registrations
