Job Summary

A financial services and investment company is searching for a person to fill their position for a Remote HFA Advisory Resource Group Representative.

Core Responsibilities of this position include:

• Delivering an engaging client experience to effectively take care of our client's financial and service needs
• Providing Level I and II support for clients and colleagues on the Unified Advisory digital planning experience
• Working closely with branch partners to provide a seamless client service experience and identify investment advisory opportunities with new clients

Qualifications Include:

• 4-year degree
• 1 or more years of experience in investment sales or service
• State Health and Life, Series 7, Series 63 and 65/66
• Experience developing and leveraging relationships with internal partners remotely and/or over the phone