[Hiring] Senior Financial Advisor REMOTE USA
Position: Senior Financial Advisor
Date posted: 2025-06-28
Industry: other
Employment type: Full Time
Experience: 2 to 3 year
Qualification: Bachelor’s Degree holder
Salary: $72,700 Annually
Location: United States, REMOTE
Company: Inclusively
Description:
Inclusively
Senior Financial Advisor
United States
About the job
Inclusively is partnering with a financial services company to hire a Senior Financial Advisor. **Please note: this role is NOT an internal position with Inclusively but with the partner company.
ABOUT INCLUSIVELY
Inclusively is a digital tech platform that empowers job seekers with disabilities, caregivers, and veterans by using Success Enablers–accommodations and personalized workplace modifications that help all job seekers reach their full potential and excel. This includes all disabilities under the ADA, including mental health conditions (e.g. anxiety, depression, PTSD), chronic illnesses (e.g. diabetes, Long COVID), and neurodivergence (e.g. autism, ADHD).
Create your profile, select Success Enablers, and connect to jobs from our partnered employers who are committed to creating diverse and inclusive teams. When registering, you must acknowledge that this platform is for people with disabilities, caregivers, and veterans. However, Inclusively does not require candidates to disclose their specific disability to join the platform.
Key Responsibilities:
- Act as the Financial Advisor for our smaller clients including SEP/Simple IRA participants while preserving the client connection to the local branch team
- Work daily to re-engage clients with our firm and to serve clients who are already engaged
- Provide excellent client service and tailored client solutions to meet the clients’ needs
- Provide initial contact and ongoing guidance and service to the clients
- Research and resolve any service issues or unfinished tasks
- Work in partnership with the Client Service Administrator (CSA)s to ensure a high level of customer service
- Keep the department apprised of any Compliance/Field Supervision concerns
Current Series 7 and 66 (OR combination of both Series 63 and 65) licenses required to apply.
Insurance license may be required in the future (life, health and variable annuity)
5+ years of securities industry experience as a Financial Advisor or a position supporting FA’s requiring extensive product, service, market, and general investing knowledge. Experience as an Financial Advisor highly preferred.
Bachelor’s degree in a business-related field is strongly preferred
Ability to seek, receive and implement feedback.
Strong critical thinking skills are necessary.
Must be able to understand information about various securities, market conditions, industry trends, financial planning, and relationship building.
Extensive flexibility, reliability and sound decision making skills
Well-developed and practiced stellar verbal and written communication. Including exceptional telephone and customer-service skills.
Strong computer skills with the ability to learn and apply technical information. Familiarity in Salesforce, MoneyGuide, Excel is a plus.
H.B.A. associates would have their home office audited annually
Salary: $72,700 Annually
Read more: [Hiring] Senior Financial Advisor REMOTE USA
