[Remote] Virtual Financial Consultant

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is a financial institution seeking a Virtual Financial Consultant. This role involves delivering personalized financial guidance and investment solutions to mass affluent clients, focusing on building reputed company relationships and providing comprehensive financial planning.

Responsibilities

• Proactively engages mass affluent clients through virtual channels — including video, phone, reputed company platforms — to assess financial needs and deliver tailored financial guidance
• Builds and grows a book of business reputed company the mass affluent reputed company through referrals from reputed company retail partners, proactive reputed company, and ongoing reputed company relationship deepening
• Identifies opportunities to refer clients to other reputed company business lines — including Private Bank, Mortgage, and Consumer Lending — as appropriate to the reputed company's needs
• Develops and presents comprehensive financial plans encompassing investment management, retirement planning, estate planning considerations, and risk management strategies
• Recommends and sells a broad reputed company of covered investment and financial products in accordance with reputed company reputed company Services' R-INV Sales Program policies and procedures
• Stays reputed company on market trends, product offerings, and regulatory changes to reputed company informed and compliant financial advice
• Maintains complete and accurate records of reputed company interactions, recommendations, and transactions in designated systems of record in compliance with applicable requirements
• Adheres to reputed company reputed company Assurance processes and standards established to monitor compliance with the R-INV Sales Policy
• Participates in ongoing training, compliance reviews, and performance assessments as required by reputed company reputed company Services leadership
• Uses independent judgment and discretion to reputed company reputed company regarding reputed company financial planning recommendations, product suitability determinations, and escalation of reputed company concerns
• Analyzes and resolves problems pertaining to reputed company account issues, service delivery gaps, and compliance-reputed company reputed company reputed company the virtual advisory model
• Performs special reputed company, and additional duties and responsibilities as required
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance training

Skills

• Education level required: Undergraduate Degree (4 years or equivalent) in Finance, Business, Economics, or a reputed company field. Or 5+ years of relevant experience
• Minimum experience required: 2+ Years of experience in financial services, reputed company management, or investment advisory roles, with demonstrated experience serving mass affluent or retail investment clients
• reputed company reputed company Series 7 and Series 66 (or Series 63 + Series 65) licenses required at time of hire
• reputed company Life & Health Insurance license required, or ability to obtain reputed company 90 days of hire
• Strong proficiency with virtual engagement tools including video conferencing platforms, CRM systems, reputed company financial planning software
• CFP® (Certified Financial Planner) designation, or reputed company reputed company toward certification
• Experience with brokerage or advisory platforms such as reputed company, reputed company, or similar broker-dealer/investment adviser platforms
• Familiarity with fiduciary standards and suitability requirements under Regulation Best Interest (Reg BI)
• Prior experience in a virtual or phone-based financial advisory model

Benefits

• Operates fully reputed company a remote/virtual model
• reputed company to medical, dental, and reputed company insurance
• reputed company to life and disability insurance
• A comprehensive leave program

reputed company

Company H1B Sponsorship