Job Summary
A financial services company has a current position open for a Remote Investment Client Advisor.
Core Responsibilities of this position include:
- Making assigned and proactive outbound calls
- Educating and consulting with plan participants
- Documenting information from conversations with clients
Skills and Requirements Include:
- FINRA Series 7, Series 65, Series 63 registrations and appropriate insurance licenses required
- Bachelor's Degree and/or equivalent work experience
- FINRA fingerprinting required
- Must be available to work during hours of 6 a.m. to 7 p.m. MST
