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Remote Financial Advisor Investment Planning
Remote / Online - Candidates ideally in
Worcester, Worcester County, Massachusetts, 01609, USA
Listed on 2026-01-12
Worcester, Worcester County, Massachusetts, 01609, USA
Listing for:
PNC
Remote/Work from Home
position Listed on 2026-01-12
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A leading financial services company is seeking Virtual Financial Advisors to provide personalized financial planning experiences for clients. This remote role involves consulting on investment strategies, acquiring clients, and maintaining relationships through effective networking. Required qualifications include a bachelor's degree, FINRA Series 7 and 66 licenses, and strong customer engagement skills. The ideal candidate can effectively manage multiple priorities and demonstrate a commitment to customer satisfaction.
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