Financial Advisor
October 23
🇺🇸 United States – Remote
⏰ Full Time
🟢 Junior
💸 Financial Planning and Analysis
🚫👨🎓 No degree required
🗽 H1B Visa Sponsor
Description
• We are searching for a Financial Advisor to provide a personalized retirement and financial planning experience for our customers and their families • You will meet with existing and prospective clients to plan their financial future • Utilize our company-provided technology and tools to improve your operation • You will also use marketing support in the form of mailings, email blasts, and customized flyers to expand your business and reach new customers • Collaborate with co-workers and your District Vice President to learn new skills, methods, and best practices
Requirements
• High school diploma or GED • Ideally, you have 2+ years of experience working as a Financial Advisor • A proven and successful sales track record • You have an active FINRA Series 7 licenses and a Series 63 and 65 or 66 • You also have an active state variable life and health license
Benefits
• Competitive benefits package with immediate access to medical, dental, vision, life insurance and 401(k) plan with match • Company-provided technology, including equipment, helpdesk assistance, client management and financial planning tools • Company-paid E&O, licensing fees, continuing education and compliance support
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