New Hampshire Licensed Financial Advisor

A company is looking for a Virtual Financial Advisor to provide financial guidance and support to clients remotely. Key Responsibilities Engage with clients to build trust and provide tailored financial advice Conduct virtual meetings to assist clients in creating and maintaining financial plans Leverage existing client relationships and tools to enhance client service and sales Required Qualifications Bachelor's degree or equivalent experience; military veterans encouraged to apply FINRA Series 7, 63/65 or 66 required or must be obtained within 90 days State insurance license in life, health, and variable lines of authority or must be obtained within 90 days Eligibility to be securities registered and insurance licensed in all 50 states Satisfactory background check (criminal and financial)