Telecommute Financial Advisor in Baltimore Washington DC Area

Location: District of Columbia, Maryland, Virginia

Compensation: To Be Discussed

Staff Reviewed: Wed, Apr 28, 2021

This job expires in: 22 days

Job Category: Investigations

Remote Level: 100% Remote

Weekly Hours: Full Time

Employer Type: Employer

Career Level: Experienced

Job Summary

A non-profit financial services organization has an open position for a Telecommute Financial Advisor in Baltimore Washington DC Area.

Must be able to:

  • Provide financial advice, investments, insurance, banking and generosity programs to help people make the most of all they’ve been given
  • Provide one-on-one financial guidance and connect clients to company products, services and unique membership benefits
  • Build genuine, long-term relationships based on shared values and goals

Qualifications for this position include:

  • Demonstrated passion about living a life of generosity by serving others, not just selling products
  • Attainment of FINRA SIE within 90 days of hire/transfer (licensed role only)
  • Ability to complete a satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable
  • Ability to complete a comprehensive training program with up to 16 weeks of paid training and have ongoing support and career development resources
  • Ability to obtain state insurance licenses (life, health & variable contracts) and Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations

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