Financial Adviser; US-Remote
Position: Financial Adviser (US-Remote) This is hourly Paid Job (US-Remote) Work from home. We are looking to hire a financial advisor to join our team. You willspend your day talking to clients about their financial objectives andrisk tolerance and then recommend an appropriate financial planningstrategy. To excel in this tightly regulated role you should already have the appropriate licenses and deep knowledge of all the latestfinancial products on the market. • Talkingto clients to determine their expenses, income, insurance coverage,financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan. • Answering client questions about financial plans and strategies and giving financial advice. • Advisingstrategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. • Reviewingclient accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performancenecessitate changes in their plan. • Analyzing financial data received from clients to develop strategies for meeting clients' financial goals. • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients. • Implementing financial plans or referring clients to professionals who can help them. • Managing and updating client portfolios. • Contacting clients regularly to discover changes in their financial status. • Building and maintaining your client base. • Bachelor's degree in business, finance, or related field. • 1-2 years of sales experience. • Must have current FINRA Series 7 and 63 Securities Registration (66 or 65 preferred). • Life and health license. • Valid drivers license. • Knowledge of mutual funds, securities, and insurance industries. • Proficient in Word, Excel, Outlook, and PowerPoint. • Comfortable using a computer for various tasks. • Experience providing quality financial advice. Required Skills: #J-18808-Ljbffr Apply tot his job