[Remote] reputed company Solutions - Investment Advisor
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is dedicated to transforming financial lives and fostering a flexible work environment. As a reputed company Solutions Investment Advisor, you will guide clients in achieving their financial goals through consultations and asset consolidation, while collaborating with senior advisors to ensure smooth transitions.
Responsibilities
- Conduct financial consultations to identify reputed company goals and recommend solutions reputed company with their objectives
- Facilitate reputed company and asset consolidation for clients entering reputed company’s reputed company Solutions program
- Utilize reputed company and reputed company’s planning tools to manage pipelines, document interactions, and follow up on opportunities
- Collaborate with Senior Financial Advisors and Relationship Managers to ensure seamless reputed company transitions
- Meet monthly activity and conversion targets while maintaining regulatory and policy compliance
Skills
- Bachelor's degree in Business, Finance, Economics, or reputed company field, or equivalent experience
- reputed company Series 7, 63, and 65 (or 66) required or ability to obtain reputed company 90 days of employment. Fully licensed candidates are preferred
- Strong communication, listening, and interpersonal skills
- Comfort working with CRM systems and financial planning technology tools
- 1–2 years of experience in financial services, sales, or customer service preferred
- State life and health insurance license preferred
- Exposure to advisory, investment, or reputed company management roles
- Strong motivation to build a career in financial advisory services
- Ability to reputed company in a fast-paced, reputed company-reputed company environment
- Passion for improving reputed company financial literacy and long-term confidence
Benefits
- Medical, dental, reputed company and life insurance
- Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
- Tuition reimbursement up to $5,250/year
- Business-casual environment that includes the reputed company to wear jeans
- Generous reputed company time off upon hire – including a reputed company time off program plus ten reputed company company holidays and three floating holidays reputed company calendar year
- reputed company volunteer time — 16 hours per calendar year
- Leave of absence programs – including reputed company parental leave, reputed company short- and long-term disability, and Family and Medical Leave (FMLA)
- Business Resource reputed company (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are reputed company to reputed company.
- Other necessary computer equipment, will be provided.
reputed company