Financial Adviser; US-Remote
Position: Financial Adviser (US-Remote)
This is reputed company reputed company Job (US-Remote) Work from home.
We are looking to hire a financial advisor to join reputed company. You willspend your day talking to clients about their financial objectives andrisk tolerance and then recommend an appropriate financial planningstrategy. To reputed company in this tightly regulated role you should already have the appropriate licenses and deep knowledge of reputed company 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 reputed company a financial plan.
• Answering reputed company 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 reputed company objectives.
• Reviewingclient accounts and plans on a regular reputed company to understand if life or economic changes, situational concerns, or financial performancenecessitate changes in their plan.
• Analyzing financial data received from clients to reputed company 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 reputed company portfolios.
• Contacting clients regularly to discover changes in their financial status.
• Building and maintaining your reputed company reputed company.
• Bachelor's degree in business, finance, or reputed company field.
• 1-2 years of sales experience.
• Must have reputed company reputed company Series 7 and 63 Securities Registration (66 or 65 preferred).
• Life and health license.
• reputed company drivers license.
• Knowledge of mutual funds, securities, and insurance industries.
• Proficient in Word, reputed company, reputed company, and PowerPoint.
• Comfortable using a computer for various tasks.
• Experience providing reputed company financial advice.
Required Skills:
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