Yellowstone Life Insurance Agency, LLC, an Integrity company, is hiring a Virtual Financial Advisor. In this remote role, you will provide personalized financial advice and solutions to help clients achieve their long-term financial goals.
What You'll Do
- Build and maintain relationships with clients, acting as their primary point of contact for all financial matters.
- Assess clients' financial needs and goals through thorough analysis and consultation.
- Recommend suitable investment and insurance products based on clients' risk tolerance, time horizon, and financial objectives.
- Create and present customized financial plans to clients.
- Monitor clients' investment portfolios and make recommendations for adjustments as needed.
- Stay up-to-date with industry trends and regulatory changes to ensure compliance.
What We're Looking For
- A minimum of 2 years of experience in financial planning or a related field.
- Strong knowledge of investment products, retirement planning strategies, and insurance solutions.
- Excellent interpersonal and communication skills.
- Ability to work independently and remotely, with a high level of initiative and self-motivation.
- Series 7 and Series 65 or 66 licenses required.
Nice to Have
- Bachelor's degree in finance, economics, or a related field.
Team & Environment
You will collaborate with a team of experienced professionals.
Benefits & Compensation
- Freedom & ability to work virtually.
Work Mode
This is a fully remote, global position.
Yellowstone Life Insurance Agency, LLC is an equal opportunity employer.
