Required Skills & Experience
Series 7 or Series 6nSeries 63 and 66n3+ Years of Financial Services experience n1.5+ Years of advising/planning experience
Nice to Have Skills & Experience
Life and Health Insurance License (Resident State)
Job Description
The Virtual Financial Consultant provides virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of the client's products and services. This job covers institutions aligned to regional structures and offers financial planning advice via in person, phone and video chat to help clients accomplish their immediate and long-term financial goals
Virtual Financial Consultant in Remote at Unknown Company
This position is listed as full time and onsite.