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Retirement Solutions Hybrid Wholesaler Remote

CFA Institute

CFA Institute is seeking a Hybrid Wholesaler to support the Retirement Solutions team in Southern California. The role requires building relationships with financial professionals and meeting territory goals through various marketing channels. Candidates should have 5+ years in financial services, along with necessary licenses including Series 6 and Series 65. Benefits include comprehensive medical coverage, paid time off, and a 401(k) plan. Remote work is supported with travel expectations. #J-18808-Ljbffr

Vacancy posted 1 day ago
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