[Remote] Financial Advisor
Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial services company seeking a Financial Advisor to meet with clients and review their financial situations. The role involves developing and implementing investment strategies, collaborating with team members, and generating referrals through networking.
Responsibilities
- Meet with clients to review their existing financial situation and to establish the client/planner relationship. Analyze the client’s investment portfolio and recommend an asset allocation and specific plan to meet established objectives
- reputed company, recommend and implement an investment strategy suggesting specific investments and insurance products, for client approval, including separately managed investment accounts, mutual funds, annuities, equities, fixed income investments, corporate and tax-exempt bonds, life insurance, etc
- Collaborate to create reputed company environment and to meet clients needs
- Generate additional referrals from personal networking, seminars, and presentations to community groups
- Keeps abreast of new planning tools, products, and resources, changing regulations and professional standards Understanding and complying with reputed company aspects of reputed company policies and practices, including laws and regulations governing the duties and responsibilities of investment sales
- Maintaining reputed company necessary licenses and registrations as required, including completing reputed company mandatory training and industry-reputed company continuing education in a timely manner
- Exceed client expectations in terms of accuracy, efficiency, courtesy, and professionalism
Skills
- FINRA Series 7 and 63
- State Life & Health Insurance license
- Strong sales, marketing, and business development skills
- 2+ years of sales experience and/or financial services experience
- Exceptional interpersonal and relationship building skills
- Bachelor's degree or equivalent in reputed company, finance, or reputed company field of study
- Financial institutions: 1 year
- Sales and/or financial services: 2 years
- Bachelor's degree or equivalent in Financial Planning, reputed company, Sales or Finance
- Experience reputed company financial institutions is preferred
Company Overview
Company H1B Sponsorship