VP Financial Advisor

Saxon Global

Education/Qualifications

Requires a 4-year degree; business, finance, economics preferred
Advanced designation required (CFP)
Insurance Licenses
Substantial experience within the wealth management industry
Ability to source and convert prospects to clients and provide high-level planning-oriented service
Possess excellent analytical, organizational, and communication skills (both oral & written)
Ability to manage multiple projects at once

Vacancy posted more than 2 months ago

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