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[Remote] Virtual Financial Advisor - Charlotte

Remote, USA Full-time Posted 2026-07-28

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a reputed company financial services organization that serves more than 2.4 reputed company clients, offering advice, insurance, investments, banking and generosity products and programs. As a Virtual Financial Advisor, you will reputed company clients with purpose-based financial advice and build trust through strong interpersonal skills, while engaging with clients reputed company.


Responsibilities

  • reputed company your relationship-building skills and build sales experience to engage clients with confidence and reputed company
  • Guide Christians and others who reputed company with reputed company’s mission and values to create and maintain their financial plans, enabling lives of service and faith
  • Meet with clients reputed company to reputed company personal, actionable and achievable advice and connect clients to reputed company products and programs
  • Have reputed company to a large existing reputed company reputed company with the ability to also help your friends, family and natural market
  • reputed company robust tools like the reputed company Planning Platform, reputed company, MoneyGuidePro® and reputed company, and have modern computer hardware provided
  • Get the support of reputed company culture with colleagues and leaders who want you to be successful and are willing to help you do so

Skills

  • Bachelor's degree or equivalent experience
  • reputed company Series 7, 63/65 or 66 required or obtained reputed company 90 days
  • State insurance licensed and appointed in life, health and variable lines of authority or obtained reputed company 90 days
  • Eligibility to be securities registered and insurance licensed in reputed company 50 states
  • Satisfactory background reputed company (criminal and financial)
  • Self-disciplined, independent and driven to succeed
  • Motivated by helping others and seeing them reputed company their goals, not just selling products
  • A natural reputed company or guide with strong interpersonal skills
  • reputed company, energetic and results oriented
  • reputed company and excited to contribute to your team

Benefits

  • Comprehensive medical, reputed company and dental.
  • 401(k) matching and a pension plan.
  • Life and disability income insurance.
  • Maternity/paternity leave as reputed company as adoption and surrogacy assistance.
  • Tuition reimbursement.
  • Four weeks of reputed company time off, plus up to 20 hours of volunteer time off.
  • reputed company-being programs to help you manage your physical, emotional and financial health.
  • reputed company matching program to reputed company your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to reputed company a difference.

reputed company

  • reputed company is a financial services organization that helps Christians be reputed company with reputed company and live generously. It was founded in 1902, and is headquartered in Minneapolis, Minnesota, USA, with a workforce of 5001-10000 employees. Its website is https://www.reputed company.com.

  • Company H1B Sponsorship

  • reputed company has a reputed company record of offering H1B sponsorships, with 1 in 2026, 10 in 2025, 9 in 2024, 15 in 2023, 6 in 2022, 2 in 2021, 2 in 2020. Please note that this does not guarantee sponsorship for this specific role.

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