Remote Investment Advisor

Location: Alabama, Arizona, Arkansas, California, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, U.S. Virgin Islands, Vermont, Virginia, Washington, West Virginia, Wisconsin, Wyoming

Compensation: To Be Discussed

Staff Reviewed: Mon, Oct 11, 2021

This job expires in: 25 days

Job Category: Financial

Remote Level: 100% Remote

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Education Level: Some College, Bachelors

Job Summary

A financial institution is filling a position for a Remote Investment Advisor.

Candidates will be responsible for the following:

  • Handling transferred inbound referrals
  • Managing new and ongoing client Managed Account relationships
  • Performing other duties and projects as assigned

Must meet the following requirements for consideration:

  • Licensure will include Series 6 & 63 or 7 as well as 65 or 66
  • College degree is required
  • Maintains and applies expertise in insurance, securities, investments and related areas

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