Financial Advisor - Remote

Position Summary A Financial Advisor is a professional who helps individuals manage various aspects of their financial life. This includes offering guidance on investments, retirement planning, insurance, taxes, and estate planning. Job Responsibilities Goal Planning: They start by understanding your short and long-term financial goals and then create a plan to achieve them, considering your unique circumstances. Budgeting: Advisors can help you create a budget to boost savings and manage expenses. Investments: They provide advice on your investment portfolio, including asset allocation, and recommend investment products like mutual funds and ETFs. Retirement Planning: Advisors assist with retirement planning, helping you navigate employersponsored plans like 401(k)s and other options such as IRAs. Taxes: While not all advisors handle tax filings, most can offer guidance considering current and future tax implications. Insurance: They can help determine if life insurance or annuity products are suitable for you. Help client with financial planning. Retirement plans or disabilities. Act as a financial advisor. Pick up a new account 1 weekly, (own book of business or they will help them to build one). Handle and grow own book of business. Qualifications College educated, but not mandatory. Mandatory Licenses: Series 7 registered rep Series 6 Series 63 or 65 Experience as a financial advisor of at least 1 year.