
Wealth Advisor
Posted 6 days ago

Posted 6 days ago
This is a fully remote position, open to applicants in United States.
• Establish and nurture long-term relationships with clients
• Perform thorough financial assessments
• Discover planning opportunities
• Provide tailored recommendations
• Build referral partnerships
• Enhance enterprise value
• Guide and mentor prospective advisors
• Engage in networking events
• Foster relationships within the community
• Background in financial services, wealth management, insurance, or financial planning
• MUST possess a valid Life & Health Insurance License
• Must currently hold any FINRA registrations (SIE, Series 6, Series 7, Series 63, Series 65, Series 66, or others)
• Comfortable in relationship-building through networking and referrals
• Responsible for managing an existing book of business
• Capability to work independently and oversee client relationships
• Health Insurance
• Dental Insurance
• Vision Insurance
• Life Insurance
• Disability Insurance
• 401(k) with 6% Company Match
• Leadership Development Programs
• Advanced Planning Training
• Mentorship Opportunities
• Continuing Education Support
• Marketing Support
• Business Development Resources
• CRM Technology
• Planning Technology
• Operational Support
• National Recognition Programs
• Advisor Awards
• Incentive Travel Opportunities
Thermo Fisher Scientific
OdysseyRe
Flourish Health
Get handpicked remote jobs straight to your inbox weekly.