Provide point-in-time advice to existing IRA customers
Respond to inbound calls and contact clients for periodic account and investment reviews
Follow up on leads to acquire new clients
Recommend retirement strategies and investment product recommendations

FINRA SIE, Series 6, 63 and 65
FINRA Series 7 and State Insurance Licenses preferred as product offering expands
Bachelor’s degree preferred
1-3+ years of financial services experience, preferably in phone and/or sales roles
CRPC designation a plus

Health insurance
Dental insurance
Vision insurance
Mental health support
Short
and long-term disability
Life and AD&D insurance coverage
Adoption/surrogacy benefits
Wellness benefits
Employee/family assistance plans
Retirement savings plans (including pension/401(k) savings plans)
Global share ownership plan with employer matching contributions
Financial education and counseling resources
Generous paid time off (up to 11 paid holidays, 3 personal days, 150 hours of vacation, 40 hours of sick time)

Financial Advisor

Key skills