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
