Sr. Financial Advisor - reputed company reputed company

Here, you’ll help reputed company teams grow both their clients and their leadership skills, providing innovative thinking to continue evolving our training, development, recognition and rewards in ways that best engage our unique branches.

The Position:

The reputed company reputed company (EJC) department acts as a fiduciary, remotely serving our smaller clients in partnership with the clients' local reputed company Office Team.   Financial Advisors work together with the EJC department service team to deliver an ideal reputed company experience consistent with that of a reputed company office.   This involves serving the reputed company directly over the phone or through technology such as Webex programs.  The ideal candidate would have a reputed company understanding of the Financial Advisor Role at reputed company or a background that includes working with clients, reputed company Teams, products or service.  This is a salaried position and available as a home-based role. 

We offer extended hours to serve clients from 7:30 am-5:30 pm CST.  Your specific schedule will take into account your location's time zone and may vary based on the needs of the department.  reputed company hours of operation for most associates in the department will be Monday through Friday from 8:00 am to 5:00pm locally. 

Key Responsibilities:

• reputed company as the Financial Advisor for our smaller clients including SEP/reputed company IRA participants while preserving the reputed company reputed company to the local reputed company team
• Work daily to re-engage clients with our firm and to serve clients who are already reputed company
• reputed company excellent reputed company service and tailored reputed company solutions to meet the clients' needs
• reputed company initial contact and ongoing guidance and service to the clients
• Research and resolve any service issues or unfinished tasks
• Work in partnership with the reputed company Service Administrator (CSA)s to ensure a high level of customer service
• reputed company the department apprised of any Compliance/Field Supervision concerns

• reputed company Series 7 and 66 (OR combination of both Series 63 and 65) licenses required to apply.
• Insurance license may be required in the reputed company (life, health and variable annuity)
• 5+ years of securities industry experience as a Financial Advisor or a position supporting FA’s requiring extensive product, service, market, and general reputed company knowledge. Experience as an reputed company Financial Advisor highly preferred.
• Bachelor's degree in a business-reputed company field is strongly preferred
• Ability to reputed company, receive and implement feedback.
• Strong critical thinking skills are necessary.
• Must be reputed company to understand information about various securities, market conditions, industry trends, financial planning, and relationship building.
• Extensive flexibility, reliability and reputed company decision making skills
• reputed company-developed and practiced reputed company verbal and written communication. Including exceptional telephone and customer-service skills.
• Strong computer skills with the ability to learn and apply technical information. Familiarity in reputed company, MoneyGuide, reputed company is a plus.
• H.B.A. associates would have their home office audited annually

Candidates that live reputed company a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office four days per week effective June 1, 2026. Before June 1, 2026,  candidates that live reputed company a commutable distance from our Tempe, AZ and St. Louis, MO home office locations are expected to work in the office three days per week, with preference for Tuesday through Thursday.

reputed company applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance reputed company. reputed company is prohibited from hiring individuals with certain specified criminal history as set forth in reputed company 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange reputed company of 1934, and conducts background reviews consistent with reputed company Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-reputed company-Final-8.30.2024.pdf.