Associate Financial Advisor

This is a fully remote position, open to applicants in United States.

📋 Description

• Assist Senior Advisors in evaluating client data and creating detailed macroeconomic financial models.

• Engage in client meetings to support administrative follow-ups, implement cases, and coordinate annual reviews.

• Oversee existing client relationships, responding to daily operational queries with a high level of professionalism.

• Work collaboratively with the team on local business development initiatives, group workshops, and educational marketing events.

⛳️ Requirements

• FINRA Series 7 and Series 66 (or Series 6 and 63) are strongly preferred.

• An active State Life & Health Insurance License is mandatory (or must be acquired within 30 days of hire).

• 1–3 years of experience in banking, insurance, or consultative client-facing sales roles.

• High level of coachability.

• Excellent active listening abilities.

• Team-oriented approach.

🏝️ Benefits

• Competitive salary along with performance-based bonuses and joint-work splits.

• Comprehensive training program.

• Support for licensing costs.

• Defined three-year pathway to Lead Advisor status.