Telecommute Financial Advisor

Job ID: Available for Members

Location: Midwest

Compensation: To Be Discussed

Staff Reviewed: Mon, Aug 31, 2020

This job expires in 8 days

Job Category: Account Management, Financial

Remote Level: Partially Remote

Employment Status: Permanent

Employer Type: Employer

Career Level: Experienced

Education Level: Some College

Job Summary

A financial company is filling a position for a Telecommute Financial Advisor.

Core Responsibilities Include:

  • Developing a thorough understanding of each of your client’s need
  • Providing and recommending strategies in a clear, supportive, and helpful manner
  • Maintaining and growing a book of business

Applicants must meet the following qualifications:

  • 5 years experience
  • Track record of success in building your own book of business in financial advisory
  • FINRA Series 6, 65, and 63 licenses
  • Ability to serve as a successful and determined advocate for your clients
  • Experience relying on and adapting to new technology
  • Strong educational background