What are the responsibilities and job description for the Remote Financial Advisor | WFH Opportunity position at Get It - Hospitality?
Job Overview
We are looking for a dedicated and empathetic Financial Advisor to join our esteemed organization. This remote opportunity allows you to build a rewarding career in finance while making a significant impact on the lives of those who serve our communities. If you have a proven track record in financial planning and a passion for helping others, we invite you to apply.
Company Culture And Values
With a legacy of over 89 years, our commitment to building lasting relationships and delivering reliable financial guidance sets us apart. As the largest firefighter credit union in the nation, we prioritize service to our members, fostering an environment rich in community support and exceptional service.
Key Responsibilities
This position not only allows you to advance in your career but also empowers you to make a difference in the financial futures of firefighters and their families. You will have opportunities for ongoing professional development in financial planning and investment management, enhancing both your skills and the well-being of our members.
Compensation And Benefits
We are looking for a dedicated and empathetic Financial Advisor to join our esteemed organization. This remote opportunity allows you to build a rewarding career in finance while making a significant impact on the lives of those who serve our communities. If you have a proven track record in financial planning and a passion for helping others, we invite you to apply.
Company Culture And Values
With a legacy of over 89 years, our commitment to building lasting relationships and delivering reliable financial guidance sets us apart. As the largest firefighter credit union in the nation, we prioritize service to our members, fostering an environment rich in community support and exceptional service.
Key Responsibilities
- Establish and cultivate meaningful investment relationships with members through proactive outreach and networking.
- Design and implement detailed, personalized financial plans that align with each member's unique goals.
- Evaluate members' financial circumstances, including savings, investments, insurance, taxes, retirement, and estate planning.
- Monitor and enhance the performance of members' investment portfolios.
- Travel as necessary to engage with fire stations, unions, and participate in community events.
- Suggest additional products and services that would benefit members.
- Engage in educational and promotional activities to elevate investment services.
- Bachelor's degree in Finance, Business, Economics, or a related discipline.
- Possession of Series 7, 63, and 65 or 66 licenses.
- Certified Financial Planner (CFP) designation is mandatory.
- A valid state driver's license.
- At least 3 years of experience in selling investment and insurance products.
- Demonstrated ability in preparing comprehensive financial strategies and plans, including tax strategies.
- Bachelor's degree in Finance, Business, Economics, or a relevant field.
- Holding Series 7, 63, and 65 or 66 licenses.
- Certified Financial Planner (CFP) designation.
- A valid state driver's license.
- Minimum of 3 years' experience in the financial services sector, specifically in selling investment and insurance products.
- Expertise in developing detailed financial strategies and plans, with a focus on tax strategies.
This position not only allows you to advance in your career but also empowers you to make a difference in the financial futures of firefighters and their families. You will have opportunities for ongoing professional development in financial planning and investment management, enhancing both your skills and the well-being of our members.
Compensation And Benefits
- Competitive salary of $100,000 per year.
- Flexibility to work remotely from Tennessee, Alabama, Georgia, Mississippi, or South Carolina.
- The unique opportunity to assist firefighters and their families in securing their financial futures.
- Join a supportive community that values dedication and service.
Salary : $100,000
