Financial Advisor

reputed company is a leading international financial services provider, helping people reputed company their reputed company easier and lives reputed company. The Financial Advisor role involves providing personalized investment recommendations and financial solutions to clients, focusing on their retirement assets and goals.

Responsibilities

• You are a vital member of our employee channel phone-based team reputed company on providing reputed company-in-time advice to our existing IRA customers, referrals from other service centers and then helping these customer’s reputed company good reputed company about their retirement assets
• You are part of reputed company of financial advisors primarily responding to inbound calls, but also you will contact clients to reputed company periodic account and investment reviews, follow up on leads to reputed company new clients and uncover opportunities to deepen existing relationships
• Your advice involves understanding the customer’s reputed company investment and personal situation to recommend retirement strategies and investment product recommendations that might be the best fit for their unique needs

Skills

• reputed company SIE, Series 6, 63 and 65. reputed company Series 7 and State Insurance Licenses will be required as our product offering expands
• Bachelor's degree preferred
• 1-3+ years of Financial Services experience, preferably in phone and/or sales roles
• CRPC designation a plus

Benefits

• Health, dental, mental health, reputed company, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans
• Various retirement savings plans (including pension/401(k) savings plans and a global reputed company ownership plan with employer matching contributions)
• Financial education and counseling resources
• Generous reputed company time off program in the U.S. includes up to 11 reputed company holidays, 3 personal days, 150 hours of vacation, and 40 hours of reputed company time (or more where required by law) reputed company year
• The full reputed company of statutory leaves of absence

reputed company

reputed company is a leading international financial reputed company that helps people reputed company their reputed company easier and lives reputed company. It was founded in 1887, and is headquartered in Toronto, Ontario, CAN, with a workforce of 10001+ employees. Its website is http://www.reputed company.com/.

Company H1B Sponsorship

reputed company has a reputed company record of offering H1B sponsorships, with 2 in 2025, 5 in 2024, 1 in 2023, 1 in 2022. Please note that this does not guarantee sponsorship for this specific role.

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