Kansas Licensed Financial AdvisorVirtualVocations • San Bernardino, California, United States
Kansas Licensed Financial Advisor
VirtualVocations • San Bernardino, California, United States
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- serp_jobs.job_card.full_time
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A company is looking for a Financial Advisor & Planner - Brokerage / Premier Accounts.
Key Responsibilities
Provide high-level service to Personal Wealth clients, focusing on asset retention and growth
Manage client relationships through proactive and reactive communication
Coordinate with internal teams to address client needs and provide holistic financial planning
Required Qualifications
Bachelor's Degree or higher in business, finance, or a related field
FINRA Series 7, 63, and 65 registrations required within corporate timelines
FINRA Fingerprinting required
High-level knowledge of current investment products and industry services
Proven track record in relationship management and customer satisfaction
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Financial Advisor • San Bernardino, California, United States
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