Financial Professional Advisor (REMOTE)

Overview

This role is a remote opportunity for a Financial Professional Advisor focused on building a long-term career in financial services. You’ll develop hands-on experience, client exposure, and insight into what it takes to support and grow a successful advisory practice.

Responsibilities

As a Financial Professional Advisor, you will:

• Proactively connect with clients via phone, email, and chat to provide timely support and guidance
• Serve as a single point of contact, coordinating resources to address client needs efficiently and effectively
• Answer questions about existing products, reinforce client confidence, and validate investment decisions
• Identify new opportunities with clients as financial goals, priorities, and life circumstances evolve
• Assist clients with initiating and completing transactions to ensure a smooth, accurate, and positive experience

Work Schedule

• Remote work schedule with engagement during core hours: 8:30 AM–5:30 PM EST
• Periodic office visits may be requested based on business needs

Compensation & Benefits

• Base salary: $47,500
• Eligible for variable compensation
• Benefits (for eligible employees) include:
  • Medical, dental, vision
  • 401(k) plan
  • Paid time off

Requirements

• Bachelor’s degree or equivalent relevant industry experience demonstrating a strong foundation in:
  • Client engagement
  • Sales
  • Financial services
• Active FINRA Series 7
• Active FINRA Series 66 or Series 63 with the ability to obtain Series 65 within 60 days of employment
• Active State Life Insurance license
• 2+ years of proven sales experience, including building relationships, driving results, and delivering value in a client-focused environment

Preferred Qualifications

• Prior customer service experience with a demonstrated commitment to delivering exceptional client experiences
• Previous sales, counseling, or entrepreneurial experience, demonstrating the ability to advise, influence, and operate with an ownership mindset

Skills

• Cross-Selling: Ability to understand customer needs using organizational strategies, tools, and techniques to create additional sales
• Effective Communications: Ability to transmit, receive, and accurately interpret ideas, information, and needs using appropriate communication behaviors
• Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations
• Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques; ability to identify and qualify potential sales opportunities

Location & Schedule

• Primary Location: UNITED STATES-Remote
• Schedule: Full-time

Equal Employment Opportunity

The employer is committed to providing equal employment opportunities to employees, applicants, and candidates based on individual qualifications, without regard to protected characteristics under federal, state, and local laws.

E-Verify

Note: The employer participates in the E-Verify program.