Job Details

A company is looking for a Virtual Financial Advisor.Key ResponsibilitiesEngage clients through proactive outreach to schedule and conduct virtual appointmentsProvide personalized financial guidance and connect clients with relevant products and servicesUtilize various tools and resources to enhance client experience and support financial planningRequired QualificationsBachelor's degree or equivalent experienceFINRA Series 7, 63/65 or 66 required or to be obtained within 90 daysState insurance licensed in life, health, and variable lines or to be obtained within 90 daysEligibility for securities registration and insurance licensing in all 50 statesSatisfactory background check (criminal and financial)