Colorado Licensed Financial Advisor

A company is looking for a Virtual Financial Advisor. Key Responsibilities Engage clients through virtual meetings to provide personalized financial guidance Re-engage existing clients by proactively scheduling and conducting meaningful appointments Utilize financial planning tools and collaborate with team members to enhance client service 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)