State Licensed Personal Advisor
Job Summary
To support a growing remote advice channel, the full-time State Licensed Personal Advisor will partner with clients to create customized financial plans, primarily through video or phone appointments, while managing a diverse portfolio of clients.
Key responsibilities
- Leverage investment and wealth planning knowledge to help clients achieve financial goals
- Convert high-quality leads into new clients and maintain ongoing relationships
- Educate clients on digital products to enhance their financial management
Required qualifications
- A valid and active Series 7 license
- A valid and active Series 66 (63/65) license or ability to obtain within 60 days
- Licensure in all states is required
Complete Job Description
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