Minnesota Licensed Financial Advisor

A company is looking for a Virtual Financial Advisor. Key Responsibilities Engage with clients to provide tailored financial guidance and build trust Conduct virtual meetings to deliver actionable financial advice and connect clients to products Re-engage existing clients and support personal market development 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)