Entry Level Financial Professional

Job Summary

A company is looking for an Entry Level Salaried Financial Professional (PCPG).

Key Responsibilities

• Acquire core financial services licenses and learn about financial planning and markets
• Connect with existing clients to align their investments with long-term financial goals
• Collaborate with experienced Financial Professionals to enhance client relationships and business efficiencies

Required Qualifications

• Bachelor's degree or equivalent relevant industry experience
• Ability to obtain FINRA Series 7 and 66 licenses, as well as Life Insurance Licenses
• Prior customer relationship management experience