FINRA Licensed Financial Advisor

FINRA Licensed Financial Advisor assists clients with financial planning and investment services in a full-time remote position, focusing on client satisfaction and retention without prospecting for new clients. Key ResponsibilitiesProvide high-level service to retain and grow client assets through proactive communication and education Manage client relationships through phone and email, addressing their financial needs and coordinating with internal teams Offer comprehensive financial planning on various subjects, collaborating with specialists on complex issuesRequired QualificationsBachelor's degree or higher in business, finance, or a related field Current FINRA Series 7, 63, and 65 registrations required High-level knowledge of investment products and industry services Proven track record in relationship management and customer satisfaction FINRA fingerprinting required upon hire