Hiring: Virtual Financial Consultant Company: Flagstar Bank Location: Troy, MI Job Posted Time: 2026-09-12 12:33:46 Employment Type: Remote Target Skills & Keywords : CFP, Financial Planning, Quality Assurance, Regulatory Compliance, Risk Management, Segment, Series 66, Series 7, Wealth Management About the job Experience: •4 years or equivalent) in Finance, Business, Economics, or a related field. Or5+ years of relevant experience •2+ Years of experience in financial services, wealth management, or investment advisory roles, with demonstrated experience serving mass affluent or retail investment clients. Required Skills: •Client Engagement & Relationship Management •Proactively engages mass affluent clients through virtual channels — including video, phone, and digital platforms — to assess financial needs and deliver tailored financial guidance. •Builds and grows a book of business within the mass affluent segment through referrals from Flagstar Bank retail partners, proactive outreach, and ongoing client relationship deepening. •Identifies opportunities to refer clients to other Flagstar business lines — including Private Bank, Mortgage, and Consumer Lending — as appropriate to the client's needs. •Develops and presents comprehensive financial plans encompassing investment management, retirement planning, estate planning considerations, and risk management strategies. •Recommends and sells a broad range of covered investment and financial products in accordance with Flagstar Wealth Services' R-INV Sales Program policies and procedures. •Stays current on market trends, product offerings, and regulatory changes to provide informed and compliant financial advice. •Maintains complete and accurate records of client interactions, recommendations, and transactions in designated systems of record in compliance with applicable requirements. Qualifications: •Minimum experience required: 2+ Years of experience in financial services, wealth management, or investment advisory roles, with demonstrated experience serving mass affluent or retail investment clients. •Active FINRA Series 7 and Series 66 (or Series 63 + Series 65) licenses required at time of hire. •Active Life & Health Insurance license required, or ability to obtain within 90 days of hire. •Strong proficiency with virtual engagement tools including video conferencing platforms, CRM systems, and digital financial planning software. •CFP® (Certified Financial Planner) designation, or active progress toward certification. •Operational familiarity with fiduciary standards and suitability requirements under Regulation Best Interest (Reg BI). •Prior experience in a virtual or phone-based financial advisory model. •Customer Focus: Building strong customer relationships and delivering customer-centric solutions •Communicates Effectively: Delivering communications that convey a clear understanding of the unique needs of different audiences •Collaborates: Building partnerships and working collaboratively with others to meet shared objectives Compensation: •$50,000 - $250,000 / year •Flexible work environment (work from home / hybrid options) •Active Life & Health Insurance license required, or ability to obtain within 90 days of hire Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!