Virtual Financial Advisor

A company is looking for a Virtual Financial Advisor - National Remote. Key Responsibilities Engage clients through virtual meetings to provide personalized financial guidance Re-engage existing clients and assist them in creating and maintaining financial plans Utilize financial tools and resources to deliver tailored recommendations and support client well-being Required Qualifications Bachelor's degree or equivalent experience FINRA Series 7, 63/65 or 66 required or to be obtained within 90 days State insurance licensed in life, health, and variable lines or to be obtained within 90 days Eligibility to be securities registered and insurance licensed in all 50 states Satisfactory background check (criminal and financial)