Financial Advisor, Wealth Management - Remote | WFH - Get It Recruit - Finance
Washington, DC 20007
About the Job
Remote Financial Advisor, Insurance Agent, and Relationship Manager Opportunity.
Are you a self-motivated and entrepreneurial professional looking to make a difference in the lives of Veterans and their families? We have an exciting remote opportunity for a Financial Advisor, Insurance Agent, and Relationship Manager. This role offers a base salary plus unlimited commission potential, and does not require any licensures or state exams now or in the future.
In this role, you will identify, solicit, establish, develop, and manage new client relationships. Your primary focus will be to develop, maintain, and expand relationships by actively promoting our services to both existing and prospective clients.
What You'll Do:
Client Relationship Management: Establish and cultivate relationships with new clients while maintaining and enhancing relationships with existing ones.
Promote Services: Actively promote our financial services to Veterans and their families.
Decision Making: Utilize your expertise to recommend appropriate financial services to clients.
Community Engagement: Engage with military communities to develop new relationships and expand your network.
What We're Looking For:
Educational Background: A bachelor's degree is a plus.
Experience: Relationship management experience is essential. A financial background or education is required.
Knowledge: Understanding of financial planning, investment management, and trust administration services is strongly preferred. Experience as a Financial Advisor, Trust Officer, Internal or External Wholesaler, or a similar role in financial services for 2+ years is preferred but not required.
Skills: Strong decision-making abilities, interpersonal skills, and excellent oral and written communication.
Military Insight: Proven ability to develop relationships within military communities. Military service, being a military spouse, or having strong knowledge of the military is required. Experience with government benefits is a plus.
Technical Skills: Familiarity with Salesforce Financial Services Cloud and Microsoft Office applications is preferred.
Certifications: Certifications such as CFP, CTFA, or AIF are beneficial but not mandatory.
Join us and be part of a team that makes a meaningful impact on the financial well-being of Veterans and their families. Apply today and take the next step in your career!
Employment Type: Full-Time
Salary: $ 50,000.00 60,000.00 Per Year
Are you a self-motivated and entrepreneurial professional looking to make a difference in the lives of Veterans and their families? We have an exciting remote opportunity for a Financial Advisor, Insurance Agent, and Relationship Manager. This role offers a base salary plus unlimited commission potential, and does not require any licensures or state exams now or in the future.
In this role, you will identify, solicit, establish, develop, and manage new client relationships. Your primary focus will be to develop, maintain, and expand relationships by actively promoting our services to both existing and prospective clients.
What You'll Do:
Client Relationship Management: Establish and cultivate relationships with new clients while maintaining and enhancing relationships with existing ones.
Promote Services: Actively promote our financial services to Veterans and their families.
Decision Making: Utilize your expertise to recommend appropriate financial services to clients.
Community Engagement: Engage with military communities to develop new relationships and expand your network.
What We're Looking For:
Educational Background: A bachelor's degree is a plus.
Experience: Relationship management experience is essential. A financial background or education is required.
Knowledge: Understanding of financial planning, investment management, and trust administration services is strongly preferred. Experience as a Financial Advisor, Trust Officer, Internal or External Wholesaler, or a similar role in financial services for 2+ years is preferred but not required.
Skills: Strong decision-making abilities, interpersonal skills, and excellent oral and written communication.
Military Insight: Proven ability to develop relationships within military communities. Military service, being a military spouse, or having strong knowledge of the military is required. Experience with government benefits is a plus.
Technical Skills: Familiarity with Salesforce Financial Services Cloud and Microsoft Office applications is preferred.
Certifications: Certifications such as CFP, CTFA, or AIF are beneficial but not mandatory.
Join us and be part of a team that makes a meaningful impact on the financial well-being of Veterans and their families. Apply today and take the next step in your career!
Employment Type: Full-Time
Salary: $ 50,000.00 60,000.00 Per Year
Source : Get It Recruit - Finance