[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. They are seeking an Associate Financial Advisor to support Senior Advisors and participate in reputed company interactions, focusing on financial analysis and relationship management.
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
- reputed company transition program
- Full back-office administrative support
- Localized marketing assistance
- Competitive income/ plus performance-based bonuses and joint-work splits.
- Dedicated training program
- Licensing sponsorship
- reputed company 3-year reputed company to reputed company status
reputed company