Remote Financial Advisor in St Petersburg

Job Summary

A financial and insurance services company is filling a position for a Remote Financial Advisor in St Petersburg.

Individual must be able to fulfill the following responsibilities:

• Become fully fluent and competent with respect to all issues related to qualified retirement plans and how they operate
• Advise clients of their options in regard to their retirement planning
• Build trusting relationships with individual clients, helping them to articulate what their own success looks like

Qualifications Include:

• Bachelor's degree in a business related field or equivalent professional experienced
• FINRA Series 6 or 7 license at time of application, and a Series 63 and 65, or 66, or obtain within six months
• One year of experience in the financial services industry
• Basic knowledge of financial products (related to assigned specialty area)
• Customer service, interpersonal and listening skills to effectively communicate with customers and earn trust
• Problem-solving and decision-making skills to select and recommend product solutions