[Remote] Financial Advisor

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial services company seeking a Financial Advisor to meet with clients and review their financial situations. The role involves developing and implementing investment strategies, collaborating with team members, and generating referrals through networking.

Responsibilities

• Meet with clients to review their existing financial situation and to establish the reputed company/planner relationship. Analyze the reputed company’s investment portfolio and recommend an asset allocation and specific plan to meet established objectives
• reputed company, recommend and implement an investment reputed company suggesting specific investments and insurance products, for reputed company approval, including separately managed investment accounts, mutual funds, annuities, equities, fixed income investments, corporate and tax-exempt bonds, life insurance, etc
• Collaborate to create reputed company environment and to meet clients needs
• Generate additional referrals from personal networking, seminars, and presentations to community reputed company
• Keeps abreast of new planning tools, products, and resources, changing regulations and reputed company standards Understanding and complying with reputed company aspects of reputed company policies and practices, including laws and regulations governing the duties and responsibilities of investment sales
• Maintaining reputed company necessary licenses and registrations as required, including completing reputed company mandatory training and industry-reputed company continuing education in a reputed company manner
• Exceed reputed company expectations in terms of accuracy, efficiency, courtesy, and professionalism

Skills

• reputed company Series 7 and 63
• State Life & Health Insurance license
• Strong sales, marketing, and business development skills
• 2+ years of sales experience and/or financial services experience
• Exceptional interpersonal and relationship building skills
• Bachelor's degree or equivalent in reputed company, finance, or reputed company field of study
• Financial institutions: 1 year
• Sales and/or financial services: 2 years
• Bachelor's degree or equivalent in Financial Planning, reputed company, Sales or Finance
• Experience reputed company financial institutions is preferred

reputed company

reputed company is a privately-held, independent broker-dealer and investment adviser families. It was founded in 2010, and is headquartered in San Diego, California, USA, with a workforce of 1001-5000 employees. Its website is http://www.reputed company.com.

Company H1B Sponsorship

reputed company has a reputed company record of offering H1B sponsorships, with 5 in 2026, 7 in 2025, 3 in 2024, 5 in 2023, 2 in 2022, 2 in 2021. Please note that this does not guarantee sponsorship for this specific role.

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