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Active Series 7, 66 (65 and 63), and life insurance licenses. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered.
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Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
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We are currently hiring talented Financial Advisors who proactively identify and sell a broad array of Investment and Insurance products to customers. The Virtual Financial Advisor is a key role within our Wealth Management division and is responsible for delivering personalized financial strategies to mass affluent clientele.
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Working knowledge of financial products; securities and insurance licenses (FINRA Series 7, Series 66, or series 63, Life and Health insurance designation), but not required.
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The Virtual Financial Advisor will proactively engage potential new clients to promote and sell investment products and services, while developing strong working relationships with branch personnel.
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The Virtual Financial Advisor will be based out of a Citizens corporate office location and work with customers virtually via phone and video. The Virtual Financial Advisor will be required to maintain compliance with all Citizens Financial Group policies and procedures, as well as, regulatory and legal requirements.
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Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Obtain state insurance licenses (life, health & variable contracts) and Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations.
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The Virtual Financial Advisor compares and evaluates possible investment options and identifies investment strategies and potential products based on their knowledge of market conditions and the clients circumstances.
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Driven by a higher purpose at our core, we are committed to providing financial advice, investments, insurance, banking and generosity programs to help people make the most of all they've been given.
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Medical, dental, vision, disability and accidental death and dismemberment insurance. Passionate about living a life of generosity by serving others, not just selling products. Have the flexibility to control your schedule, allowing for work-life balance.
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If you have a heart for service and a passion for helping others reach their financial goals, we’d like to connect with you. Provide one-on-one financial guidance and connect clients to Thrivent products, services and unique membership benefits.
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Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful.
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The Virtual Financial Advisor will be based out of a corporate office location and work with customers virtually via phone and video. The Virtual Financial Advisor will be required to maintain compliance with all Financial Group policies and procedures, as well as, regulatory and legal requirements.
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The Virtual Financial Advisor strives to meet and exceed identified sales goals. Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales.
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Active Series 7, 66 (65 and 63), and life insurance licenses Established track record of top-ranked sales performance Experience and comfort with virtual and phone-based servicing and sales, ideally financial or investment product sales Able to adapt quickly to changing requirements or environments.
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life insurance background check jobs Title: financial advisor in Beltsville, District Of Columbia
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