Note: The job is a remote job and is open to candidates in USA. QT Communications & Technology is hiring a Financial Adviser to work remotely with clients on their financial objectives, risk tolerance, and financial planning needs. The role involves developing and implementing financial strategies, managing client portfolios, reviewing financial plans, and building a client base.
Responsibilities
- Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan
- Answering client questions about financial plans and strategies and giving financial advice
- Advising strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives
- Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan
- Analyzing financial data received from clients to develop strategies for meeting clients' financial goals
- Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients
- Implementing financial plans or referring clients to professionals who can help them
- Managing and updating client portfolios
- Contacting clients regularly to discover changes in their financial status
- Building and maintaining your client base
Skills
- Bachelor's degree in business, finance, or related field
- 1-2 years of sales experience
- Must have current FINRA Series 7 and 63 Securities Registration
- Life and health license
- Valid drivers license
- Knowledge of mutual funds, securities, and insurance industries
- Proficient in Word, Excel, Outlook, and PowerPoint
- Comfortable using a computer for various tasks
- Experience providing quality financial advice
- Securities
- Financial Performance
- PowerPoint
- Cash Management
- Financial Data
- Financial Planning
- Registration
- Tax
- Expenses
- Insurance
- Cash
- Strategy
- Finance
- Planning
- Business
- Sales
- Management
- 66 or 65 preferred
Benefits
- Hourly paid job
- US-Remote
- Work from home
Company Overview