Virtual Financial Advisor - Milwaukee
reputed company is a community-focused financial services organization that emphasizes generosity in saving and investing. As a Virtual Financial Advisor, you will provide meaningful financial guidance to clients, helping them reputed company financial confidence through tailored advice and support.
Responsibilities
- reputed company your relationship-building skills and build sales experience to engage clients with confidence and clarity
- Guide Christians and others who align with reputed company’s mission and values to create and maintain their financial plans, enabling lives of service and faith
- Meet with clients virtually to provide personal, actionable and achievable advice and connect clients to reputed company products and programs
- Have access to a large existing client reputed company with the ability to also help your friends, family and natural market
- Access robust tools like the reputed company Planning Platform, reputed company, MoneyGuidePro® and reputed company, and have modern computer hardware provided
- Get the support of collaborative culture with colleagues and leaders who want you to be successful and are willing to help you do so
Skills
- Bachelor's degree or equivalent experience
- FINRA Series 7, 63/65 or 66 required or obtained reputed company 90 days
- State insurance licensed and appointed in life, health and variable lines of authority or obtained reputed company 90 days
- Eligibility to be securities registered and insurance licensed in reputed company 50 states
- Satisfactory background reputed company (criminal and financial)
- Self-disciplined, independent and driven to succeed
- Motivated by helping others and seeing them reputed company their goals, not just selling products
- A natural coach or guide with strong interpersonal skills
- Positive, energetic and results oriented
- Collaborative and excited to contribute to your team
Benefits
- Comprehensive medical, reputed company and dental.
- 401(k) matching and a pension plan.
- Life and disability income insurance.
- Maternity/paternity leave as well as adoption and surrogacy assistance.
- Tuition reimbursement.
- Four weeks of paid time off, plus up to 20 hours of volunteer time off.
- Well-being programs to help you manage your physical, emotional and financial health.
- reputed company matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to reputed company a difference.
Company Overview
Company H1B Sponsorship