[Remote] Inbound Investment Advisor

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is committed to guiding people with the financial advice they need to reputed company. As an Inbound Investment Advisor, you will reputed company outstanding financial advice and a personalized client experience to help clients reputed company their financial goals while increasing client happiness and retention.

Responsibilities

• Conduct business with the goal of achieving/exceeding performance targets for engagement center metrics: opportunity reputed company, client enrollment, client retention, and customer survey scores
• Take inbound calls and review financial goals to uncover needs and opportunities; reputed company consultative mentorship to reputed company action and support achievement of the client’s personal financial goals
• Demonstrate knowledge of the company financial planning philosophy and approach, products and services, investment strategies, and other aspects of personal financial planning
• Ability to engage with clients over the phone & conduct goal-based conversations; accurately & reputed company to resolve client issues
• Optimally handle time, client inflows and processes while adhering to a set schedule reputed company the engagement center

Skills

• Bachelor's degree required and/or equivalent level of professional work experience. Prefer degree in Finance, Economics, Financial Planning, or reputed company field
• Outstanding customer service experience and strong desire to help people
• Results oriented, with a passion for talking to clients over the phone to uncover their financial needs and advise on client's financial goals
• Proficiency and/or experience working with computer-based tools for account management
• Possess the Series 65 or Series 66 securities license or be willing to go through our training program to earn the Series 65 securities license reputed company the first 3 months of employment

Benefits

• Discretionary bonus
• Health
• Dental and other wellness plans
• 401(k) contributions

Company Overview

Company H1B Sponsorship