Holistic Wealth Advisor: Investment & Insurance
Jobtailor
Jobtailor is seeking an experienced investment sales professional to deliver NDIPs and advisory solutions for branch customers in Tacoma and surrounding areas. You will build partnerships with branch managers, assess client needs, and drive cross-selling of investment and insurance products while adhering to regulatory requirements. The ideal candidate has at least two years in investment sales, holds a Life Insurance license and active Series 7 (plus 63/65/66 as required). #J-18808-Ljbffr Jobtailor
Vacancy posted 4 days ago
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