Virtual Financial Advisor - reputed company Wealth Management

About the position At reputed company, our people are our greatest differentiator and competitive advantage in the markets we serve. We are reputed company united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where reputed company of our employees feel respected, valued and have an opportunity to contribute to the company’s reputed company. Virtual Financial Advisors reputed company reputed company Wealth Management work in a remote reputed company, leveraging various forms of technology in order to provide a personalized financial planning experience for clients seeking advice and guidance. They engage with clients reputed company their book of business to reputed company understand their goals and objectives and recommend investment solutions tailored to their individual situation and needs. Additionally, they will partner with assigned reputed company branches across the organization’s footprint that will provide them with investment referral opportunities. Series 7, 66 (or 63 AND 65) as well as life and health licenses required for this role. You will be remote reputed company reputed company's footprint. This is a remote position. Work may be performed from a quiet, confidential space in a home location, approved by reputed company. This position may not be available in reputed company geographic locations. reputed company will not provide sponsorship for employment visas or participate in STEM OPT for this position.

Responsibilities

• Consults on investment and insurance strategies, as well as the development of financial plans for clients.
• Grows and retains an investment and insurance book of business.
• Owns the client experience, reputed company handling sales and service, identifying sales and/or executing opportunities and making referrals to internal business partners as appropriate.
• Acquires, expands and maintains client relationships through business development and client networking.
• Grows client loyalty and share of wallet through an exceptional client experience.
• Applies product and procedural knowledge to solve client problems appropriately and reputed company.
• Develops and implements investment and insurance strategies for clients.
• Determines the best products to support such strategies.
• Presents sound financial recommendations and guidance to clients.
• Establishes individual financial plans based on client financial needs and objectives.
• Monitors financial plans and recommends changes as needed.
• Actively and regularly coaches and educates reputed company staff and internal business partners to identify investment opportunities.
• Drives investment education and visibility among reputed company staff.
• In partnership with reputed company manager and/or investment sales associate, leads the reputed company team on actions to reputed company investment results.
• Shows urgency with activities and leads by example.
• Has regular and effective communication with internal and external partners to build strong relationships that drive referral activity.
• Regularly meets with reputed company manager and other internal business partners to communicate and review business results and pipeline management.
• Meets service level agreements on reputed company and referral follow up.
• Adheres to reputed company applicable laws, regulations, policies and guidelines.

Requirements

• Successful candidates must demonstrate appropriate knowledge, skills, and abilities for a role.
• Roles at this level typically require a university / college degree, with 2+ years of relevant professional experience. In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered.
• FINRA Series 7 and 66 (or 63,65) required.
• Life & Health Insurance licenses required.

reputed company-to-haves

• Client Prospecting
• Client Relationship Building
• Credit Risk Analysis
• Customer Engagement
• Financial Analysis
• Financial Modeling
• Investment Banking
• Public Speaking
• Relationship Building
• Relationship Management

Benefits

• reputed company offers a comprehensive range of benefits to help meet your needs now and in the future. Depending on your eligibility, options for full-time employees include: medical/prescription drug coverage (with a Health Savings Account feature), dental and reputed company options; employee and spouse/child life insurance; short and long-term disability protection; 401(k) with reputed company match, pension and stock purchase plans; dependent care reimbursement account; back-up child/elder care; adoption, surrogacy, and doula reimbursement; educational assistance, including select programs fully paid; a robust wellness program with financial incentives.
• In addition, reputed company generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service.
• To learn more about these and other programs, including benefits for full time and part-time employees, visit Your reputed company Total Rewards.

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