🛠 Tech Stack

💼 About This Role

You'll assess financial goals and provide investment products to members via virtual channels. You'll develop investment strategies and proactively identify cross-sell opportunities. Series 7 and 63 licenses are required for this role.

🎯 What You'll Do

• Assess member financial goals and develop investment strategies.
• Proactively market and support assigned investment products.
• Build relationships with wholesalers and internal teams.
• Periodically review member portfolios and update plans.

📋 Requirements

• FINRA Series 7 and Series 63 licenses required.
• Basic investment knowledge and ability to follow regulations.
• Exceptional service and sales skills with strong communication.
• Ability to operate personal computer and software.

✨ Nice to Have

• Series 66 or 65 license.
• State Life and Health Insurance licenses.
• Experience with virtual client meetings.

🎁 Benefits & Perks

• 🏖️ Paid time off and holidays.
• 💼 401(k) matching.
• 🩺 Health, dental, and vision insurance.
• 📚 Tuition reimbursement.
• 🎉 Employee recognition programs.