Financial Professional Job Description Template
Our company is looking for a Financial Professional to join our team.
Responsibilities:
- Develop your professional skills and knowledge;
- Prospect for potential clients;
- Present potential solutions using our suite of products and services;
- Develop and implement business and marketing plans;
- Discuss financial concerns and needs of individuals.
Requirements:
- FINRA registrations; Series 6 or 7 and Series 63;
- MBA completion within the previous 24 months;
- Life and Health License;
- Prior management or business owner experience Preferred but not required.