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Remote Financial Services Senior Financial Advisor

Company: VirtualVocations
Location: Whittier
Posted on: May 17, 2022

Job Description:

A financial services company needs applicants for an opening for a Remote Financial Services Senior Financial Advisor.

Core Responsibilities Include:
Willing to provide expertise on a range of financial topics
Willing to initiate sales activity through inbound and outbound calls to increase AUM or product/solution adoption
Educating or advising current, potential, or terminated retirement plan participants
Skills and Requirements Include:

Bachelor's Degree or equivalent experience
FINRA Series 7, 63 and 65 registrations required within corporate-established timelines
FINRA Fingerprinting required
CSA (Certified Senior Advisor) designation within corporate-established timelines
4+ years' customer service and/or outbound sales experience in financial services or 401k industry
Demonstrated organizational skills; strong written, verbal and presentation skills

Keywords: VirtualVocations, Whittier , Remote Financial Services Senior Financial Advisor, Accounting, Auditing , Whittier, California

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