Senior Financial Advisor - AZ LicensedVirtualVocations • San Buenaventura, California, United States
Senior Financial Advisor - AZ Licensed
VirtualVocations • San Buenaventura, California, United States
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A company is looking for a Senior Financial Advisor & Planner - Wealth Management, Premier / Brokerage.
Key Responsibilities
Provide high-level service to Personal Wealth clients, focusing on retention and asset growth
Manage client relationships through proactive and reactive communication, acting as a liaison with internal departments
Deliver holistic financial planning across various subjects, coordinating with operational teams and potentially training new hires
Required Qualifications
FINRA Series 7, 63, and 65 registrations required
Bachelor's Degree or higher in business, finance, or a related field
High-level knowledge of current investment products and industry services
Proven track record in relationship management and customer satisfaction
CFP certification preferred; experience with mass-affluent clients in investment advisory is a plus
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Financial Advisor • San Buenaventura, California, United States
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