Financial Professional Advisor (REMOTE)

Overview

This position supports clients in pursuing long-term financial confidence and security. The role is designed for individuals motivated to build a long-term career in financial services, with hands-on experience, meaningful client exposure, and guidance on developing a successful 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 the organization’s resources to address client needs efficiently and effectively
• Answer questions about existing products, reinforce client confidence, and help validate investment decisions
• Identify new opportunities in partnership with clients as their financial goals, priorities, and life circumstances evolve
• Assist clients with initiating and completing transactions to ensure a smooth, accurate, and positive experience

Schedule / Work Arrangement

• Remote work schedule with engagement with the team to provide customer-focused service during core hours: 8:30 AM–5:30 PM EST
• Periodic office visits may be requested based on business needs
• Full-time schedule

Compensation & Benefits

• Base salary: $47,500
• Eligible for variable compensation
• Benefits (for eligible employees) include 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 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

Location

United States — Remote