Investment Advisor

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

📋 Description

• Engage in business activities aimed at meeting or surpassing performance targets for engagement center metrics including opportunity generation, client enrollment, client retention, and customer survey results.

• Handle incoming calls and assess financial objectives to identify needs and opportunities; provide consultative guidance to inspire action and assist clients in achieving their personal financial aspirations.

• Exhibit a thorough understanding of the company’s financial planning philosophy and methodology, including products and services, investment strategies, and various elements of personal financial planning.

• Effectively connect with clients over the phone and facilitate goal-oriented discussions; resolve client issues accurately and efficiently.

• Efficiently manage time, client interactions, and processes while adhering to a predetermined schedule within the engagement center.

⛳️ Requirements

• A Bachelor’s degree is required, or an equivalent level of professional experience. A degree in Finance, Economics, Financial Planning, or a related field is preferred.

• Exceptional customer service experience and a strong commitment to assisting others.

• Results-driven, with enthusiasm for engaging with clients over the phone to identify their financial needs and provide guidance on their financial goals.

• Proficient in and/or experienced with computer-based tools for account management.

• Must possess the Series 65 or Series 66 securities license, or be willing to complete our training program to obtain the Series 65 securities license within the first three months of employment.

🏝️ Benefits

• Discretionary bonus

• Health insurance

• Dental and additional wellness plans

• 401(k) contributions