I am currently looking for a remote position as I want to move out of retail banking. I don't have a set timeline. I don't mind cold calling & I have excellent customer service skills. I also have experience managing a team fiduciary accounts and small business banking.

I currently have my SIE, 6, 63, Life & Health.

All role recommendations would help!

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Posting as :
works at
You are currently posting as works at

Join my team as an independent advisor.

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Look at Fidelity, heard great reviews about wlb, and benefits.

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A lot of jobs at fidelity require series 7 unless he starts out as a financial service rep

Where are you located, and what kind of position are you looking for? I know you said tire looking for something remote, but it would be helpful to know where you’re home base is.

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I am currently located in Massachusetts. Thank you!

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