California Licensed Financial Advisor

Job Summary

A company is looking for a Financial Advisor to provide personalized retirement and financial planning experiences for clients.

Key Responsibilities

• Meet with existing and prospective clients to plan their financial future
• Utilize company-provided technology and tools to enhance operations
• Collaborate with co-workers and the District Vice President to learn new skills and best practices

Required Qualifications

• High school diploma or GED
• 2+ years of experience as a Financial Advisor is preferred
• Proven successful sales track record
• Active FINRA Series 7, Series 63, and Series 65 or 66 licenses
• Active state variable life and health license