Investment Advisor

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 10,001+H1B SponsorCompany Site LinkedIn

Location

United States

Posted

6 days ago

Salary

$55.3K - $76.1K / year

Bachelor Degree4 yrs expEnglish

Job Description

• Educate retail clients on the Advisory Services available through their plan to reach their retirement goals • Possess knowledge of the clients' financial goals and be able to explain managed account service offerings • Adhere to compliance/risk procedures and exhibit detailed attention to policy and procedures by focusing on the client's best interest • Perform aspects of financial planning for customers • Perform mutual fund, equity, bond, ETF, Muni and, CD trades • Uncover leads and opportunities to hand off to the Wealth Advisor Team • Drive new business opportunities • Deliver an efficient and responsive client experience by taking ownership, delivering accurate information, and initiating proactive follow up

Job Requirements

4 + years of financial customer service experience
Brokerage and mutual fund trading experience
FINRA Series 7, 63 & 65 (or 66) required
FINRA fingerprinting required
Bachelor's degree preferred

Benefits

Medical, dental, vision and life insurance
Retirement savings – 401(k) plan with generous company matching contributions (up to 6%)
Tuition reimbursement up to $5,250/year
Business-casual environment that includes the option to wear jeans
Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
Paid volunteer time — 16 hours per calendar year
Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)