Telecommute Wealth Management Advisor

Job ID: Available for Members

Location: Nationwide

Compensation: To Be Discussed

Posted: Friday, December 01, 2017

Job Category: Financial

Telecommute Level: 100% Telecommute

Weekly Hours: Full Time

Employment Status: Permanent

Employer Type: Employer

Job Summary

A banking company is searching for a person to fill their position for a Telecommute Wealth Management Advisor.

Core Responsibilities of this position include:

  • Determining customers' financial goals, objectives, and current financial position
  • Analyzing and interpreting customer/prospect's investment objectives
  • Recommending financial products to meet the customer/prospect's particular needs

Qualifications Include:

  • Bachelor's degree in business, accounting, economics or finance, or equivalent work experience
  • Three or more years of experience in a financial sales position
  • NASD Series 7, 63, 65 or 66 license, and applicable state insurance license
  • Proficient computer skills, especially Microsoft Office applications
  • Excellent interpersonal, verbal and written communication skills