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
