Virtual Financial Consultant

Deliver personalized financial guidance and investment solutions to mass affluent clients remotely. Grow client relationships by providing holistic financial planning, recommending investment products, and referring clients to other Flagstar enterprise services. Ensure compliance with all regulatory requirements.

• Proactively engage mass affluent clients virtually
• Build and grow a book of business
• Develop and present comprehensive financial plans
• Recommend and sell investment and financial products
• Maintain accurate client records and adhere to compliance standards
• Utilize virtual engagement tools and financial planning software