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Remote Ex Financial Advisor Jobs in Alabama (NOW HIRING)

Alteryx

$103K - $134K/yr

PLEASE NOTE: while this role will be 100% remote, we are looking for candidates based on the East ... Act as a trusted advisor to sales leadership, using narratives and analytical insights to shape ...

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Remote Ex Financial Advisor information

What is the difference between Remote Ex Financial Advisor vs Remote Financial Planner?

AspectRemote Ex Financial AdvisorRemote Financial Planner
CertificationsCFP, Series 7/66, State licensesCFP, Series 7/66, State licenses
Work EnvironmentClient consultations, portfolio management, complianceClient meetings, financial analysis, planning
Employer & Industry UsageFinancial firms, banks, independent advisorsFinancial advisory firms, banks, independent planners
Search & Comparison IntentYesYes

Remote Ex Financial Advisors and Remote Financial Planners share similar credentials, work environments, and industry usage. The main difference lies in their focus: Financial Advisors often emphasize investment management and client relationships, while Financial Planners concentrate on comprehensive financial planning. Both roles are essential in the financial services industry and frequently searched together by job seekers and clients.

Can a remote ex financial advisor work remotely?

A remote ex financial advisor can work remotely if they have the necessary licenses, certifications, and access to secure communication tools. Many financial advisory roles are now performed remotely, especially if the advisor maintains compliance with industry regulations and client confidentiality standards.

What are the most commonly searched types of Ex Financial Advisor jobs in Alabama?

The most popular types of Ex Financial Advisor jobs in Alabama are:

What are popular job titles related to Remote Ex Financial Advisor jobs in Alabama?

For Remote Ex Financial Advisor jobs in Alabama, the most frequently searched job titles are:

What job categories do people searching Remote Ex Financial Advisor jobs in Alabama look for?

The top searched job categories for Remote Ex Financial Advisor jobs in Alabama are:

What cities in Alabama are hiring for Remote Ex Financial Advisor jobs?

Cities in Alabama with the most Remote Ex Financial Advisor job openings:

Remote Ex Financial Advisor jobs near you

Advisor Consultant, Highland Capital Brokerage - Remote Role

Advisor Group

Birmingham, AL • Remote

$50K - $150K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 11 days ago

Job description

Current Employees and Contractors Apply Here
Osaic Careers
REMOTE Financial Planning Opportunity in Insurance Industry
Advisor Consultant, Highland Capital Brokerage
Location(s): All Locations/Remote
Role Type: Full time
Compensation: $50,000 - $150,000 expected 1st year earnings in a draw plus uncapped commission-based payment structure with excellent earning potential.
Our competitive compensation is just one component of Osaic's total compensation package. Additional benefits include health, vision, dental insurance, 401k, paid time away, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits.
Summary:
We are seeking an Advisory Consultant to join the team within Highland Capital Brokerage, a member of Osaic, Inc. This position is primarily responsible for the sale of annuity products to registered investment advisors, independent broker dealers, registered reps as well as independent agents and agencies. An Advisor Consultant is tasked with recruiting and educating new producers on how to incorporate annuities into their practice. This position will shepherd the producer from the initial sales concept through the point of sale with in-depth product knowledge and extraordinary customer service. In addition to recruiting new producers, there will be a heavy emphasis on advisor attrition and reoccurring producers.
Education Requirements:
  • Bachelor's degree preferred, high school diploma (or equivalent) in combination with significant practical experience will be considered in lieu of degree. Minimum of high school diploma or equivalent is required.
  • Life & Health Insurance License

Responsibilities:
  • Recruit registered advisors and independent advisors to work with the Field Marketing Organization (FMO)
  • Promote and facilitate fixed and fixed index annuity sales by advisors
  • Recommend best interest products that adhere to AG supervision and due diligence standards
  • Knowledge of SEC, FINRA and DOL compliance rules and regulations
  • Train and educate on uses of fixed and fixed index annuities to advisors
  • Develop client profile strategies to assist financial professionals in identifying and maximizing sales opportunities leveraging enterprise technologies
  • Work with internal teams, such as new business and marketing, to provide case design reporting and appropriate carrier products and pricing
  • Other duties as assigned

Basic Requirements:
  • Insurance license required
  • 5+ years brokerage New Business or Life Insurance company experience is required
  • 3+ years relevant Financial Services Industry experience
  • Proficient with Microsoft Word, Excel, Outlook, and Internet Explorer, including carrier and vendor websites
  • Business writing skills - Intermediate level
  • Able to learn new technology as needed
  • Strong written and verbal communication and customer service skills
  • Capacity to multi-task and excel in a dynamic, fast-pace environment and adapt to change

Preferred Requirements:
  • Series 6 & 63 or Series 7

Current Employees and Contractors Apply Here
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About Advisor Group

Sourced by ZipRecruiter

Be a part of the team behind our success! At Advisor Group, we support financial professionals nationwide, the people who help everyday Americans achieve their dreams. We're a billion-dollar business with the mentality and drive of a startup. Join us in building something special.

Industry

Finance and insurance

Company size

1,001 - 5,000 Employees

Headquarters location

Phoenix, AZ, US

Year founded

1988

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