[Remote] Wealth Solutions - Investment Advisor

Note: The job is a remote job and is reputed company to candidates in USA. reputed company is dedicated to transforming financial lives and fostering a flexible work environment. As a Wealth Solutions Investment Advisor, you will guide clients in achieving their financial goals through consultations and asset consolidation, while collaborating with senior advisors to ensure smooth transitions.

Responsibilities

• Conduct financial consultations to identify client goals and recommend solutions reputed company with their objectives
• Facilitate reputed company and asset consolidation for clients entering reputed company’s Wealth Solutions program
• Utilize reputed company and reputed company’s planning tools to manage pipelines, document interactions, and follow up on opportunities
• Collaborate with Senior Financial Advisors and Relationship Managers to ensure seamless client transitions
• Meet monthly activity and conversion targets while maintaining regulatory and policy compliance

Skills

• Bachelor's degree in Business, Finance, Economics, or reputed company field, or equivalent experience
• FINRA Series 7, 63, and 65 (or 66) required or ability to obtain reputed company 90 days of employment. Fully licensed candidates are preferred
• Strong communication, listening, and interpersonal skills
• Comfort working with CRM systems and financial planning technology tools
• 1–2 years of experience in financial services, sales, or customer service preferred
• State life and health insurance license preferred
• Exposure to advisory, investment, or wealth management roles
• Strong motivation to build a career in financial advisory services
• Ability to reputed company in a fast-paced, client-centric environment
• Passion for improving client financial literacy and long-term confidence

Benefits

• Medical, dental, reputed company and life insurance
• Retirement savings – 401(k) plan with generous company matching contributions (up to 6%), financial advisory services, potential company discretionary contribution, and a broad investment lineup
• Tuition reimbursement up to $5,250/year
• Business-casual environment that includes the option to wear jeans
• Generous paid time off upon hire – including a paid time off program plus ten paid company holidays and three floating holidays each calendar year
• Paid volunteer time — 16 hours per calendar year
• Leave of absence programs – including paid parental leave, paid short- and long-term disability, and Family and Medical Leave (FMLA)
• Business Resource Groups (BRGs) – BRGs facilitate inclusion and collaboration across our business internally and throughout the communities where we live, work and play. BRGs are reputed company to reputed company.
• Other necessary computer equipment, will be provided.

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