Job Details

A company is looking for a Virtual Financial Advisor.Key ResponsibilitiesEngage clients through virtual meetings to provide personalized financial guidanceSupport clients in creating and maintaining financial plans aligned with their valuesProactively reach out to re-engage existing clients and schedule meaningful appointmentsRequired Qualifications, Training, and EducationBachelor's degree or equivalent experienceFINRA Series 7, 63/65 or 66 required or to be obtained within 90 daysState insurance licensed in life, health, and variable lines or to be obtained within 90 daysEligibility for securities registration and insurance licensing in all 50 statesSatisfactory background check (criminal and financial)