Financial Professional Advisor (REMOTE)

Overview

This role involves serving as a Financial Professional Advisor, building trusted relationships with clients and helping them pursue financial confidence and security. The position includes hands-on experience and meaningful client exposure, with insight into what it takes to support and grow an advisory practice.

Responsibilities

• 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 in partnership with clients as financial goals, priorities, and life circumstances evolve
• Assist clients with initiating and completing transactions, ensuring a smooth, accurate, and positive experience

Schedule & Work Location

• Remote work schedule with engagement with the team 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
• Full range of benefits for eligible employees, including medical, dental, vision, a 401(k) plan, and paid time off

Requirements

• Bachelor’s degree or equivalent relevant industry experience demonstrating a strong foundation in client engagement, sales, and 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 a track record of 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: knowledge of organizational strategies, tools, and techniques for understanding customer needs; ability to apply these 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 and skills; ability to identify and qualify potential opportunities

Equal Employment Opportunity

The employer is committed to providing equal employment opportunities to employees, applicants, and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information, or any other class protected by federal, state, and local laws.

E-Verify

The employer participates in the E-Verify program.

Accommodations

Reasonable accommodation may be available for applicants and candidates to participate in the application or interview process or to perform essential job functions.