HFA Dedicated Financial Advisor - Advice Center - Remote

Overview

The National Advice Center (NAC) is seeking a dedicated Financial Advisor to provide personalized financial guidance and investment advice to clients in a phone-based environment.

In Short

• Provide financial planning and investment advice via phone and web.
• Meet personal production goals and client service objectives.
• Analyze client financial needs and recommend appropriate products.
• Deliver an engaging client experience and maintain ongoing communication.
• Coach branch partners to identify investment opportunities.
• Ensure adherence to firm and industry regulations.
• Participate in business development through proactive calling.
• Complete all required training and continuing education.
• Maintain knowledge of investment solutions and market conditions.
• Engage in regular meetings with branch leadership to review performance.

Requirements

• High School Diploma required.
• 1+ years of experience in investment sales.
• State Health and Life, Series 7, Series 63 and 65/66 licenses preferred.
• Bachelor’s Degree is a plus.
• 2-3 years of experience in investments preferred.
• Strong communication skills and attention to detail.
• Ability to develop relationships remotely.
• Commitment to excellence in service and follow-up.

Benefits

• Health insurance coverage.
• Wellness program.
• Life and disability insurance.
• Retirement savings plan.
• Paid leave programs and holidays.
• Paid time off (PTO).
• Incentive compensation plan eligibility.
• Flexible work arrangements available.