Financial Advisor

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

📋 Description

• 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.

⛳️ Requirements

• 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.

🏝️ Benefits

• 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.