To support a growing remote advice channel, the full-time State Licensed Personal Advisor will partner with clients to create customized financial plans, primarily through video or phone appointments, while managing a diverse portfolio of clients. Key responsibilities Leverage investment and wealth planning knowledge to help clients achieve financial goals Convert high-quality leads into new clients and maintain ongoing relationships Educate clients on digital products to enhance their financial management Required qualifications A valid and active Series 7 license A valid and active Series 66 (63/65) license or ability to obtain within 60 days Licensure in all states is required
State Licensed Personal Advisor in workfromhome at Unknown Company
This position is listed as full time and able to be worked remotely.