Job Details

OverviewYellowstone Life Insurance Agency, LLC, an Integrity Company, is currently seeking a Virtual Financial Advisor to join our team. As a Virtual Financial Advisor, you will provide personalized financial advice and solutions to clients to help them reach their financial goals. This is a remote position, allowing you to work from the comfort of your own home.ResponsibilitiesBuild 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, outlining their current financial situation and proposing strategies to help them achieve their goals.Monitor clients' investment portfolios and make recommendations for adjustments as needed based on market conditions and clients' changing circumstances.Stay up-to-date with industry trends and regulatory changes to ensure compliance with all relevant regulations and guidelines.RequirementsA minimum of 2 years of experience in financial planning or a related fieldStrong knowledge of investment products, retirement planning strategies, and insurance solutionsExcellent interpersonal and communication skills, with the ability to build rapport with clients and explain complex financial concepts in a clear and concise mannerAbility to work independently and remotely, with a high level of initiative and self-motivationSeries 7 and Series 65 or 66 licenses requiredBachelor's degree in finance, economics, or a related field preferredBenefitsFreedom & ability to work virtually#J-18808-Ljbffr