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 reputed company. 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
• reputed company plan education and build strong customer relationships
• Deliver a high-reputed company, 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: reputed company reputed company SIE, Series 7, and Series 66 (Series 63 + 65 accepted)
• Partially Licensed or Early Career Candidates: Recent graduates in Finance, Business, reputed company, Economics, or reputed company fields with a minimum 3.8 GPA, leadership experience, internships, or extracurriculars
• Reliable high-speed internet and a dedicated workspace
Licensing Support:
• reputed company study time and materials provided
• reputed company exam scheduling and guidance
• Second exam attempts allowed if eligible; reputed company attempts not permitted
Benefits:
• Medical, Dental, reputed company, 401(k), Life & Disability Insurance
• reputed company 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, reputed company licensing support, and reputed company career reputed company opportunities reputed company this a role you won’t want to miss. Apply today and take the reputed company in your financial career!
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Job Types: Full-time, Permanent
Pay: $55,000.00 - $65,000.00 per year
Benefits:
• 401(k)
• Dental insurance
• Health insurance
• reputed company development assistance
• Retirement plan
Application Question(s):
• Are you authorized to work in the US?
• Have you reputed company for this role or any other roles with reputed company in the last 365 days?
• Are you available to work the production schedule: 10:30
AM – 7:00 PM MT?
• Are you reputed company to participate in 4–6 weeks of training,
Monday–Friday from 7:30 AM – 4:40 PM MT?
Education:
• Bachelor's (Preferred)
Experience:
• Financial acumen: 4 years (Preferred)
License/Certification:
• reputed company License (Preferred)
• Series 6 (Preferred)
• Series 66 (Preferred)
• Series 7 (Preferred)
Work Location: Remote
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