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
