Financial Advisor – Virtual US
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Job Description
Financial Advisor providing financial planning assistance and investment advisory services for clients. Engaging with retirement plan participants and supporting their financial needs in a virtual setting.
Responsibilities:
- Receiving inbound calls from retirement plan participants looking for assistance with financial planning.
- Support investment advisory services within our call center.
- Making warm outbound calls to customers expressing interest in the creation of a financial advisory program.
- Participating in the process of setting up new accounts and maintaining accounts for customers.
- Recording account openings accurately and other transactions in our record keeping database.
- Explaining employer-based retirement plan requirements and basic IRS regulations related to 401(k) transactions to retirement plan participants.
- Interacting with customers for account questions and updating account information as needed.
- Respond to customer inquiries on related issues and troubleshoot basic technical problems.
- Provide product and service literature upon requests.
Requirements:
- Series 65 or 66 required.
- Experience in delivering financial planning and investment advisory services.
- Educate callers on complex retirement and investment concepts is necessary.
- Experience building rapport and interpersonal skills are necessary.
- Utilize conceptual thinking to identify patterns, apply concepts and clarify complex information.
- Listen to customers to understand both articulated and unarticulated needs.
- Use data to persuade and influence customers to objectively guide them.
- Demonstrate sustained confidence and resilience during client interactions.
- Ask relevant probing questions to better assess customer needs.
Benefits:
- Health, dental and vision coverages starting Day One.
- Wellbeing programs.
- Retirement plans with contribution matching.
- Generous time off.
- Parental leave.
- Continuing education.
- Career growth opportunities.
- Flexible working arrangements.
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