Premier Team Financial Professional

This job has been removed
Location: Remote
Compensation: Salary
Staff Reviewed: Wed, Feb 07, 2024
This job expires in: 7 days

Job Summary

A financial services company is seeking a Financial Professional (Premier Team) in Syracuse, NY or remote.

Key Job Responsibilities:
  • Proactively contacting clients via phone, email, and chat to establish relationships and address their needs
  • Being a resource to answer client questions and validate investment decisions
  • Identifying new opportunities and assisting clients with transactions
Required Qualifications:
  • Bachelor's degree or equivalent relevant industry experience
  • FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses
  • 6-8 years of sales experience

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