California Licensed Financial Professional

A company is looking for a Financial Professional in San Francisco, CA. Key Responsibilities Provide financial services and products to clients, ensuring their financial well-being Develop and maintain long-term client relationships through networking and market development Participate in training programs to enhance skills in client relationship management and sales techniques Required Qualifications Must be authorized to work in the United States A four-year college degree is preferred but not required Must obtain necessary state licenses and pass the SIE prior to onboarding Willingness to pursue FINRA Series 7 and 66 registrations Results-driven, motivated self-starter with a strong work ethic and integrity

Apr 7, 2025 - 04:35

A company is looking for a Financial Professional in San Francisco, CA. Key Responsibilities Provide financial services and products to clients, ensuring their financial well-being Develop and maintain long-term client relationships through networking and market development Participate in training programs to enhance skills in client relationship management and sales techniques Required Qualifications Must be authorized to work in the United States A four-year college degree is preferred but not required Must obtain necessary state licenses and pass the SIE prior to onboarding Willingness to pursue FINRA Series 7 and 66 registrations Results-driven, motivated self-starter with a strong work ethic and integrity