Virtual Wealth Advisor - Grow Client Wealth (Hybrid)

RG&T Solutions is seeking a Virtual Wealth Advisor based in Summit, New Jersey. This hybrid role focuses on delivering personalized financial strategies to affluent clients through phone and video interactions. Responsibilities include analyzing client financials, achieving sales goals, and ensuring compliance with regulatory standards. Candidates must possess active Series 7, 66, and life insurance licenses, along with proven sales experience in virtual services. Compensation ranges from $65,000 to $70,000 annually, plus incentives, and includes health benefits and retirement plans.
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