Remote Financial Planning & Investment Consultant
Listing for:
Bethinsurance
Full Time, Remote/Work from Home
position
Listed on 2026-11-05
Job specializations:
-
Finance & Banking
Job Description & How to Apply Below
Benefits:
- Company parties
- Opportunity for advancement
- Paid time off
- Training & development
- Wellness resources
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Health insurance
ROLE
DESCRIPTION:
As a Financial Services Representative with Beth Moloughney Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
- Consult customers with financial planning and investment options.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
QUALIFICATIONS:
- 3+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 6, 63 and 65 required
Flexible work from home options available.
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