FINRA Licensed Wealth Advisor
Virtual Vocations Inc
To support individual consumers in achieving financial freedom, the full-time remote FINRA Licensed Wealth Advisor will cultivate relationships, drive asset consolidation, and provide tailored financial solutions using industry-leading tools and knowledge. Key responsibilities Cultivate relationships by addressing customer needs and maximizing Empower products and services Drive scheduled appointments to uncover and close on outside asset opportunities Demonstrate holistic knowledge of goal-based planning for various savings goals Required qualifications FINRA Series 7, 63, and 65 (or 66) registrations required 3+ years of financial industry experience with demonstrated sales success In-depth understanding of retail investment vehicles and qualified retirement plans FINRA fingerprinting required Exceptional listening and presentation skills
Vacancy posted 2 days ago
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