Telecommute Advisory Services Financial Advisor

Job is Expired
Location: California
Compensation: Salary
Staff Reviewed: Wed, Dec 29, 2021

Job Summary

A financial provider has an open position for a Telecommute Advisory Services Financial Advisor.

Core Responsibilities of this position include:

  • Performing aspects of financial planning for customer
  • Enrolling participants in the managed account offering
  • Making assigned and proactive outbound calls

Position Requirements Include:

  • FINRA Series 7, Series 65, Series 63 registrations and appropriate insurance licenses required within corporate-established timelines
  • FINRA fingerprinting required
  • Bachelor's Degree and/or equivalent work experience

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