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Financial Advisor Planner

VirtualVocations
Santa Clara, California, United States
Full-time

A company is looking for a Financial Advisor & Planner for Brokerage / Premier Accounts.Key Responsibilities : Provide high-level service to clients, retaining assets and gaining additional assets through communication and educationManage client relationships through phone and email communication, act as a liaison between clients and internal departments, and provide financial planningCoordinate with operational teams for client-related administrative issues and potentially assist in training new hiresQualifications : Bachelor's Degree or higher in business, finance, or related fieldFINRA Series 7, 63, and 65 FINRA registrations required within corporate-established timelinesFINRA Fingerprinting required

17 days ago
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