Job Summary
An investment management company is searching for a person to fill their position for a Telecommuting Financial Investments Advisor.
Candidates will be responsible for the following:
- Helping develop long-term sales processes and methods as the team grows
- Analyzing and providing second opinions on clients' existing portfolios
- Booking and delivering events to teach prospective clients about investing
Must meet the following requirements for consideration:
- This role requires occasional travel
- Previous experience working with an Investment Advisor or ETF/Fund company
- Have at least 3-5 years of relevant experience in the retail investment space
- Hold the Series 7 designation to provide financial advice to retail clients in the US
- Proven record of high performance
