Investment Advisor Nationwide Remote

VirtualVocations
Brooklyn, New York, United States
Remote
Full-time

A company is looking for an Investment Advisor for a remote nationwide position.Key Responsibilities : Educate retail clients on Advisory Services available to reach retirement goalsPerform financial planning and brokerage trading for clientsDrive new business opportunities and deliver efficient client experiencesRequired Qualifications : Bachelor's degree preferredFINRA Series 7, 63, & 65 required4+ years of financial customer service experiencePast brokerage and mutual fund trading experienceRetail, IRA, and / or 401K customer service experience

3 days ago
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