Job Details

A company is looking for a Financial Professional- Advisor Assist (REMOTE).Key ResponsibilitiesProactively contact clients via phone, email, and chatServe as a single point of contact to address client needs and validate investment decisionsAssist clients in initiating or completing transactions and identify new opportunitiesRequired QualificationsBachelor's degree or equivalent relevant industry experienceFINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses6-8 years of sales experience