Job Description

Reference # : 18-01572Title : Financial Advisor - Part Time
Position Type : Contract
Experience Level : Start Date / End Date : 11/01/2018 / 01/31/2019
Resources can be located anywhere but must have the following:
All specialists will need:
- Series 7
- Series 66
- CFP preferred
- Any advanced degree in Retirement Planning, Home Buying and Education planning. Preferred not required.
- Home buying specialists will require to be registered in Mortgage Licensing System & Registry (NMLS). Specifically for the Tri-state area.

Role Description:
This role will participate in a beta test of a new product that Client Ventures is piloting called Answers. The Financial Specialist will:
- Receive training on how to use the Answers platform
- Set up a profile on the platform
- Diligently monitor the platform and associated notifications for meeting requests from consumers
- Perform short consultations with consumers over the phone
- Prepare a short proposal for each consumer based on the initial consultation
- Conduct advisory sessions with consumers who accept your proposal over the phone
- Prepare a summary of the advisory session
- Provide feedback to the Answers platform team about their experience using the platform

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Application Instructions

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