Job Details

A company is looking for a Virtual Financial Advisor - National Remote.Key ResponsibilitiesEngage clients through virtual meetings to provide personalized financial guidanceRe-engage existing clients and assist them in creating and maintaining financial plansUtilize financial tools and resources to deliver tailored recommendations and support client well-beingRequired QualificationsBachelor'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 to be securities registered and insurance licensed in all 50 statesSatisfactory background check (criminal and financial)