Remote Financial Advisor – Entry & Licensed (Series 7 & 66) | Work From Home
Looking for a remote, entry-level or licensed financial advising role? This is your chance to join a growing Retirement Plan Advisory Team (RPAT) and help customers plan for their financial future. Fully licensed, partially licensed, and early-career candidates are encouraged to apply!
What You’ll Do:
• Guide customers through 401(k), IRA, and retirement transitions by phone
• Provide plan education and build strong customer relationships
• Deliver a high-quality, consultative customer experience
Who Succeeds in This Role:
• Goal-driven, motivated, and comfortable in a fast-paced environment
• Strong communication, listening, and problem-solving skills
• Thrives with coaching, structure, and teamwork
• Interested in building a long-term career in financial advising
Candidate Requirements:
• Fully Licensed: Active FINRA SIE, Series 7, and Series 66 (Series 63 + 65 accepted)
• Partially Licensed or Early Career Candidates: Recent graduates in Finance, Business, Accounting, Economics, or related fields with a minimum 3.8 GPA, leadership experience, internships, or extracurriculars
• Reliable high-speed internet and a dedicated workspace
Licensing Support:
• Paid study time and materials provided
• Structured exam scheduling and guidance
• Second exam attempts allowed if eligible; third attempts not permitted
Benefits:
• Medical, Dental, Vision, 401(k), Life & Disability Insurance
• Paid Time Off & Holidays, Tuition Assistance, Pet Insurance, and more
Why Apply:
This is a fast-growing, remote role perfect for motivated candidates looking to start or grow their financial advising career. Flexible schedule, paid licensing support, and real career growth opportunities make this a role you won’t want to miss. Apply today and take the next step in your financial career!
#SWInternal
Job Types: Full-time, Permanent
Pay: $55,000.00 - $65,000.00 per year
Benefits:
• 401(k)
• Dental insurance
• Health insurance
• Professional development assistance
• Retirement plan
Work Location: Remote
Apply tot his job
Apply To this Job
What You’ll Do:
• Guide customers through 401(k), IRA, and retirement transitions by phone
• Provide plan education and build strong customer relationships
• Deliver a high-quality, consultative customer experience
Who Succeeds in This Role:
• Goal-driven, motivated, and comfortable in a fast-paced environment
• Strong communication, listening, and problem-solving skills
• Thrives with coaching, structure, and teamwork
• Interested in building a long-term career in financial advising
Candidate Requirements:
• Fully Licensed: Active FINRA SIE, Series 7, and Series 66 (Series 63 + 65 accepted)
• Partially Licensed or Early Career Candidates: Recent graduates in Finance, Business, Accounting, Economics, or related fields with a minimum 3.8 GPA, leadership experience, internships, or extracurriculars
• Reliable high-speed internet and a dedicated workspace
Licensing Support:
• Paid study time and materials provided
• Structured exam scheduling and guidance
• Second exam attempts allowed if eligible; third attempts not permitted
Benefits:
• Medical, Dental, Vision, 401(k), Life & Disability Insurance
• Paid Time Off & Holidays, Tuition Assistance, Pet Insurance, and more
Why Apply:
This is a fast-growing, remote role perfect for motivated candidates looking to start or grow their financial advising career. Flexible schedule, paid licensing support, and real career growth opportunities make this a role you won’t want to miss. Apply today and take the next step in your financial career!
#SWInternal
Job Types: Full-time, Permanent
Pay: $55,000.00 - $65,000.00 per year
Benefits:
• 401(k)
• Dental insurance
• Health insurance
• Professional development assistance
• Retirement plan
Work Location: Remote
Apply tot his job
Apply To this Job