Telecommute Financial Advisor

Location: Southwest, Texas

Compensation: To Be Discussed

Staff Reviewed: Sun, Sep 27, 2020

This job expires in 30 days

Job Category: Account Management, Financial

Remote Level: 100% Remote

Employment Status: Permanent

Employer Type: Employer

Career Level: Experienced

Job Summary

A robo-advisory service has an open position for a Telecommute Financial Advisor.

Core Responsibilities Include:

  • Providing and recommending strategies in a clear, supportive, and helpful manner to help clients
  • Identifying appropriate savings, investment, and spending strategies to reflect clients' risk preferences
  • Maintaining and growing a book of business through dedicated relationship management and nurturing

Applicants must meet the following qualifications:

  • Minimum 8 years experience and demonstrated track record of success in financial advisory
  • FINRA Series 6, 65, and 63 licenses
  • Established network in Texas and/or Southern Region
  • The ability to serve as a successful and determined advocate for your clients
  • Outstanding oral and written communication skills
  • Intellectual curiosity