Virtual Financial Advisor

Baltimore, MD
Mar 13, 2017
Mar 27, 2017
Full Time
A financial institution needs applicants for an opening for a Virtual Financial Advisor.Core Responsibilities of this position include: Contacting and profiling customer/prospects to determine financial goals, objectives, and current financial positionConducting diligence into each customer/prospect's financial situation in order to recommend financial productsAnalyzing and interpreting customer/prospect's investment objectives in light of various factorsMust meet the following requirements for consideration:Bachelor's degree in business, accounting, economics or finance, or equivalent work experienceThree or more years of experience in a financial sales positionNASD Series 7, 63, 65 or 66 license, and applicable state insurance licenseExcellent interpersonal, verbal and written communication skillsAbility to manage multiple tasks/projects and deadlines simultaneouslyThorough understanding of residential mortgage banking, credit analysis and approval techniques, and consumer lending policies and procedures

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