Dedicated Financial Advisor – Advice Center

This is a fully remote position, open to applicants in North Carolina, +3 more states.

📋 Description

• Accountable for achieving personal production targets and fulfilling client service objectives through focused inbound and outbound telephone communications.

• Evaluate client financial requirements and suggest suitable products via phone and online platforms.

• Provide an engaging client experience to effectively address our clients' financial and service needs.

• Maintain proactive and consistent communication with partners.

• Collaborate closely to mentor and develop branch partners in identifying investment and insurance opportunities that assist clients in planning for their financial aspirations.

• Integrate comprehensive financial planning to ensure a thorough review of clients' total assets, short and long-term objectives, risk tolerance, and timelines.

• Regularly communicate with clients to offer ongoing financial advice and support.

• Lead designated branch teams in initiatives aimed at achieving specific investment goals.

• Conduct regular meetings with branch leadership to discuss the new business pipeline, outcomes, and provide targeted feedback.

• Consistently fulfill service level agreements regarding referral contact and follow-up.

• Responsible for business development through branch partner relationships and proactive inbound/outbound calling efforts to meet assigned growth objectives as outlined by the HFA Management Team.

• Ensure compliance with all firm and industry regulations, policies, procedures, and record-keeping requirements.

• Complete all assigned firm and regulatory training and continuing education by the specified deadlines.

• Stay updated on all available investment and insurance solutions, as well as current economic and market trends, to provide the most suitable recommendations to our clients.

• Perform additional duties as assigned.

⛳️ Requirements

• High School Diploma.

• A minimum of 1 year of experience in investment sales.

• State Health and Life, Series 7, Series 63, and 65/66 licenses.

• Bachelor’s Degree (Preferred).

• At least 2-3 years of experience in the investment sector (Preferred).

• Experience in building and leveraging relationships with internal partners remotely and/or via phone.

• Ability to communicate effectively with a diverse range of prospects and clients, with attention to detail in documentation and a strong commitment to excellence in service and follow-up.

🏝️ Benefits

• Health insurance coverage.

• Wellness program.

• Life and disability insurance.

• Retirement savings plan.

• Paid leave programs.

• Paid holidays.

• Paid time off (PTO).