Telecommute Financial Advisor

Job ID: Available for Members

Location: Nationwide

Compensation: Salary

Staff Reviewed: Fri, May 29, 2020

This job expires in 30 days

Job Category: Consulting, Financial

Telecommute Level: 100% Telecommute

Travel Requirements: No Travel

Weekly Hours: Full Time

Employment Status: Permanent

Employer Type: Employer

Career Level: Experienced

Education Level: Bachelors

Additional Information: Benefits Available

Job Summary

A full-service investment firm has an open position for a Telecommute Financial Advisor.

Candidates will be responsible for the following:

  • Cultivating relationships with clients
  • Evaluating needs to effectively manage wealth
  • Helping clients meet their objectives

Qualifications for this position include:

  • Bachelor's Degree
  • A solid book of business
  • Minimum production of $250k and $25MM in assets under management
  • Series 7 and 63 licenses
  • Client-focused approach