Virtual Financial Advisor (Fintech)

TL;DR

Virtual Financial Advisor (Fintech): Providing purpose-based financial guidance on investments, insurance, and banking to help clients achieve financial confidence with an accent on re-engaging existing clients and tailoring recommendations. Focus on building trust through virtual consultations and guiding clients toward financial plans that align with their values.

Location: Remote. Must be eligible to be securities registered and insurance licensed in all 50 US states.

Compensation: $73,500 - $120,000 per year

Company

A Fortune 500 not-for-profit financial services organization serving over 2.4 million clients with a focus on generosity and faith-based financial planning.

What you will do

• Engage and re-engage existing clients via phone and video to provide personal, actionable financial advice.
• Develop tailored financial plans involving investments, insurance, and banking products.
• Utilize professional tools such as Salesforce, MoneyGuidePro, and Morningstar to manage client portfolios.
• Build a professional practice or transition to a local team within 18-24 months.
• Collaborate with a supportive team of leaders to drive client impact and sales results.

Requirements

• Bachelor’s degree or equivalent experience.
• FINRA Series 7, 63/65 or 66 (required or obtained within 90 days).
• State insurance license in life, health, and variable lines (required or obtained within 90 days).
• Eligibility to be securities registered and insurance licensed in all 50 US states.
• Satisfactory criminal and financial background check.

Culture & Benefits

• Competitive base pay with additional monthly sales bonuses.
• Comprehensive medical, vision, dental, 401(k) matching, and a pension plan.
• Four weeks of paid time off plus up to 20 hours of volunteer time off.
• Tuition reimbursement and comprehensive well-being programs.
• Gift matching program to double contributions to eligible nonprofit organizations.