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State Licensed Financial Advisor

State Licensed Financial Advisor

VirtualVocationsFremont, California, United States
2 days ago
Job type
  • Full-time
Job description

A company is looking for a Financial Professional- Advisor Assist.Key ResponsibilitiesProactively contact clients via phone, email, and chat to establish relationshipsProvide a single point of contact for addressing client needs and resourcesAssist clients in initiating or completing transactions and identify new opportunitiesRequired QualificationsBachelor's degree or equivalent relevant industry experienceFINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses6-8 years of sales experience