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Remote Associate Financial Advisor

Company: VirtualVocations
Location: Burlington
Posted on: July 9, 2024

Job Description:

A company is looking for an Associate Financial Advisor - Advisory Services Outbound.



Key Responsibilities:

Support managed account campaigns through outbound calls to educate participants
Identify opportunities to increase client assets and provide retirement planning discussions
Adhere to compliance procedures, document client conversations, and perform financial planning tasks


Required Qualifications:

2 years of Financial Industry Experience
FINRA 7, 65, & 63 registrations required
Availability to work during hours of 8 am to 8 PM ET
Bachelor's Degree and/or equivalent work experience preferred
Chartered Retirement Planning Counselor (CRPC) Designation preferred

Keywords: VirtualVocations, New England , Remote Associate Financial Advisor, Accounting, Auditing , Burlington, Northeast

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