Remote Virtual Financial Advisor | Grow Client Assets

A leading financial institution is seeking a Virtual Financial Advisor to provide personalized financial strategies to affluent clients. This role involves analyzing clients' investment needs and recommending solutions while achieving sales goals. Candidates should hold active Series 7 and 66 licenses and have a strong track record in sales performance. The ability to work virtually and communicate effectively is essential. The position offers a structured schedule and opportunities for personal growth.
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