Licensed Financial Advisor
VirtualVocations
To support a growing practice, the full-time Licensed Financial Advisor will manage a portfolio of clients, build a strong client base through referrals, and create tailored financial solutions while working remotely. Key responsibilities Manage a book of business and service existing clients upon hire Develop new client relationships through the credit union's referral system Create customized financial solutions using a wide range of investment products Required qualifications Series 7 and 66 (or 63/65) licenses required Insurance license required Three or more years of investment sales experience
Vacancy posted 6 days ago
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