
Financial Advisor
Posted 4 hours ago

Posted 4 hours ago
This is a fully remote position, open to applicants in Kentucky.
• Engage with both current and potential clients to strategize their financial goals.
• Leverage our cutting-edge technology and resources to enhance your operational efficiency.
• Implement marketing initiatives such as direct mail, email campaigns, and personalized flyers to grow your clientele and attract new customers.
• Work in conjunction with colleagues and your District Vice President to acquire new skills, techniques, and best practices.
• Possess a high school diploma or GED.
• Ideally, have a minimum of 2 years of experience as a Financial Advisor.
• Demonstrate a successful and proven sales history.
• Hold an active FINRA Series 7 license along with Series 63 and 65 or 66 licenses.
• Maintain an active state variable life and health license.
• Comprehensive benefits package offering immediate access to medical, dental, vision, life insurance, and a 401(k) plan with matching contributions.
• Access to company-provided technology, including equipment, helpdesk support, client management systems, and financial planning tools.
• Coverage for E&O, licensing fees, continuing education, and compliance support at no cost to you.
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