Entry Level Financial Professional

A company is looking for an Entry Level Salaried Financial Professional (PCPG). Key Responsibilities Train to acquire core financial services licenses and understand the financial planning process Connect with existing clients to help position their investments and plan for new financial needs Collaborate with successful Financial Professionals to gain insights into client management and business growth Required Qualifications Bachelor's degree or equivalent relevant industry experience Ability to obtain FINRA Series 7 and 66 licenses, as well as Life Insurance Licenses Prior customer relationship management experience

Mar 25, 2025 - 22:42

A company is looking for an Entry Level Salaried Financial Professional (PCPG). Key Responsibilities Train to acquire core financial services licenses and understand the financial planning process Connect with existing clients to help position their investments and plan for new financial needs Collaborate with successful Financial Professionals to gain insights into client management and business growth Required Qualifications Bachelor's degree or equivalent relevant industry experience Ability to obtain FINRA Series 7 and 66 licenses, as well as Life Insurance Licenses Prior customer relationship management experience