Remote Financial Advisor in St Petersburg

Location: Florida

Compensation: Hourly

Staff Reviewed: Thu, Apr 08, 2021

This job expires in: 19 days

Job Category: Financial

Remote Level: 100% Remote

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Education Level: Bachelors, Doctorate

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

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