Job Description
Are you passionate about helping others achieve their financial goals? We're looking for a dedicated Financial Advisor to join our team and provide personalized investment advice and portfolio management to our valued members. This is a remote position, but candidates must reside in Tennessee, Alabama, Georgia, Mississippi, or South Carolina.
About the Role
As a Financial Advisor, you'll work closely with members to understand their financial goals and provide tailored solutions to help them succeed. From building strong relationships to creating customized financial plans, your expertise will guide members toward long-term financial security.
Key Responsibilities
Develop and maintain strong investment relationships with members by making warm calls, following up on leads, and assisting with account setup.
Provide individualized financial planning and investment strategies based on members' specific goals.
Assess financial situations, including savings, investments, insurance, taxes, retirement, and estate planning, to offer comprehensive financial guidance.
Monitor and manage the performance of investment portfolios, making recommendations to optimize financial growth.
Attend and participate in community events, fire stations, and union meetings to connect with potential members.
Educate members about investment options and additional financial services that can benefit them.
Stay up to date with industry regulations and ensure compliance with FINRA and SEC standards.
What You Bring
Education: Bachelor's degree in Finance, Business, Economics, or a related field.
Licenses & Certifications: Active Series 7, 63, and 65 or 66 licenses (must be bondable through CUSO Financial Services, LP).
Certified Financial Planner (CFP) designation is required.
Experience: At least 3 years of experience in investment and insurance product sales.
Expertise in financial planning: Strong ability to prepare detailed strategies, including tax planning.
Valid state driver's license (occasional travel may be required for events and meetings).
Why Join Us?
Meaningful Impact: Help individuals and families build a secure financial future.
Flexibility: Work remotely while serving members in the Southeastern U.S.
Supportive Team: Join a dedicated, member-focused team that values your expertise.
Growth Opportunities: Continue developing your career in an engaging and rewarding environment.
If you're a passionate and experienced Financial Advisor looking for a role that allows you to make a difference while enjoying the flexibility of remote work, we'd love to hear from you!
Apply today and start guiding members toward financial success!
Employment Type: Full-Time
Salary: $ 95,000.00 Per Year
Job Tags
Full time, Immediate start, Remote job, Work from home,