What are the responsibilities and job description for the Remote Financial Advisor - 3+ Years Experience, No Cold Calling position at Get It - Finance?
Job Overview
Join our esteemed financial advisory team as a Financial Advisor, where your expertise in guiding clients towards achieving their financial aspirations will be highly valued. This position offers the flexibility of a remote work environment with an emphasis on meaningful client relationships, free from the pressure of cold calling.
Key Responsibilities
Our company is committed to fostering your professional development through ongoing training and resources, paving the way for continued career advancement in the financial sector.
Company Culture And Values
We pride ourselves on maintaining a client-centric environment that values relationship-building without the pressure of cold calls, fostering a supportive remote work culture that allows for flexibility and independence.
Compensation And Benefits
To apply, please submit your resume along with a cover letter that outlines your current work situation, motivation for applying, relevant skills and experiences, weekly client engagement, salary expectations, and remote work history.
Employment Type: Full-Time
Join our esteemed financial advisory team as a Financial Advisor, where your expertise in guiding clients towards achieving their financial aspirations will be highly valued. This position offers the flexibility of a remote work environment with an emphasis on meaningful client relationships, free from the pressure of cold calling.
Key Responsibilities
- Address client inquiries regarding transactions and account modifications via phone, email, or digital platforms.
- Organize and maintain a comprehensive client management system to ensure effective communication.
- Regularly update client files in accordance with retention policies.
- Evaluate client portfolios and recommend products tailored to their unique risk profiles, goals, and timelines.
- Offer actionable financial insights and support clients in executing recommendations.
- Stay informed of economic trends and global events to adapt strategies accordingly.
- Collect client data and utilize financial planning software for thorough case analysis.
- Develop clear, actionable financial strategies and conduct meetings to deliver this advice.
- Maintain adherence to industry regulations and ethical standards.
- Minimum of 3 years of experience in financial advisory roles, demonstrating a proven success record.
- Exceptional relationship-building capabilities and a strong commitment to client service excellence.
- Proficient analytical skills, with strong writing and attention to detail.
- Ability to navigate financial regulations and uphold company guidelines (FINRA, etc.).
- Active Series 7, Series 66, and state life, accident, and health insurance licenses.
- A college degree or equivalent experience is preferred.
- Proven track record of success in a financial advisory capacity.
- An entrepreneurial mindset with the ability to excel in a goal-oriented setting.
- Strong interpersonal abilities with a talent for connecting with clients.
- Self-driven, independent, and motivated to succeed.
- Excellent organizational skills and adept time management.
Our company is committed to fostering your professional development through ongoing training and resources, paving the way for continued career advancement in the financial sector.
Company Culture And Values
We pride ourselves on maintaining a client-centric environment that values relationship-building without the pressure of cold calls, fostering a supportive remote work culture that allows for flexibility and independence.
Compensation And Benefits
- Competitive salary with a comprehensive benefits package including:
- 401(k) matching
- Dental, Vision, and Health Insurance
- Paid Time Off (PTO)
- Life Insurance
- Long-Term Disability Insurance
- Professional Development Assistance
- Employee Assistance Program
To apply, please submit your resume along with a cover letter that outlines your current work situation, motivation for applying, relevant skills and experiences, weekly client engagement, salary expectations, and remote work history.
Employment Type: Full-Time
