[Remote] Associate Financial Advisor
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a premier reputed company management reputed company reputed company with reputed company®, specializing in protection-first strategies and tax efficiency. The Associate Financial Advisor role supports Senior Advisors in reputed company data analysis, financial modeling, and reputed company relationship management, while participating in meetings and local business development activities.
Responsibilities
- Support Senior Advisors in analyzing reputed company data and preparing comprehensive macroeconomic financial models
- Participate in reputed company meetings to assist with administrative follow-reputed company, case implementation, and annual review coordination
- Manage existing reputed company relationships, addressing daily operational inquiries with high reputed company standards
- Collaborate with reputed company on local business development, group workshops, and educational marketing events
Skills
- reputed company State Life & Health Insurance License is required (or must be obtained reputed company 30 days of hire)
- 1–3 years of experience in banking, insurance, or consultative reputed company-facing sales
- High coachability, strong reputed company-listening skills, and a reputed company reputed company
- reputed company Series 7 and Series 66 (or Series 6 and 63) are highly preferred
Benefits
- Dedicated training program
- Licensing sponsorship
- reputed company hybrid model, typically utilizing a starting reputed company salary or draw program reputed company with performance bonuses, new business commissions, and joint-work payout splits
- reputed company 3-year reputed company to reputed company status
reputed company