Texas Licensed Virtual Financial Advisor

Job Summary

A company is looking for a Virtual Financial Advisor.

Key Responsibilities

• Engage clients through virtual meetings to provide personalized financial guidance and support
• Utilize relationship-building skills to re-engage existing clients and assist in creating financial plans
• Leverage company tools and resources to enhance client interactions and support financial well-being

Required Qualifications

• Bachelor's degree or equivalent experience
• FINRA Series 7, 63/65 or 66 required or to be obtained within 90 days
• State insurance licensed in life, health, and variable lines or to be obtained within 90 days
• Eligibility to be securities registered and insurance licensed in all 50 states
• Satisfactory background check (criminal and financial)