Job Description
Are you passionate about helping people achieve their financial goals? Do you enjoy building relationships and providing expert investment guidance? If so, we're looking for a dedicated Financial Advisor to join our team!
This is a remote position available to candidates residing in Tennessee, Alabama, Georgia, Mississippi, or South Carolina.
About the Role
As a Financial Advisor, you'll work closely with members to provide personalized investment advice, financial planning, and portfolio management tailored to their unique needs. You'll also engage with potential new clients, maintain long-term relationships, and help members navigate their financial journeys with confidence.
What You'll Do
Build and maintain strong investment relationships with members through proactive outreach, warm calls, and follow-ups.
Develop detailed and customized financial plans that align with members' goals.
Assess members' financial situations, including savings, investments, insurance, taxes, retirement, and estate planning.
Monitor and analyze investment portfolio performance, making adjustments as needed.
Provide guidance on additional financial products and services that may benefit members.
Travel as needed to meet members in person, attend community events, and participate in financial education and marketing activities.
What We're Looking For
Education: Bachelor's degree in Finance, Business, Economics, or a related field.
Licenses/Certifications:
Series 7, 63, and 65 or 66 licenses required.
Certified Financial Planner (CFP) designation required.
Must have a valid state driver's license.
Experience:
At least 3 years of experience in selling investment and insurance products.
Strong background in developing financial strategies, including tax planning.
Ability to engage with clients and build long-lasting financial relationships.
Why Join Us?
Competitive salary of $100,000 per year.
Fully remote role with opportunities to travel and connect with clients.
A supportive and professional work environment that values integrity and financial education.
The opportunity to make a real difference by helping individuals achieve their financial goals.
If you're ready to take the next step in your career and provide exceptional financial guidance, apply today!
Employment Type: Full-Time
Salary: $ 85,000.00 Per Year
Job Tags
Full time, Remote work,