New York Licensed Financial Professional
A company is looking for a Salaried Financial Professional for the Premier Team. Key Responsibilities Establish and maintain relationships with clients by delivering value through proactive communication Serve as a single point of contact to address client needs and validate investment decisions Identify new opportunities and assist clients with transactions as appropriate Required Qualifications Bachelor's degree or equivalent relevant industry experience FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses 6-8 years of sales experience
A company is looking for a Salaried Financial Professional for the Premier Team.
Key Responsibilities
Establish and maintain relationships with clients by delivering value through proactive communication
Serve as a single point of contact to address client needs and validate investment decisions
Identify new opportunities and assist clients with transactions as appropriate
Required Qualifications
Bachelor's degree or equivalent relevant industry experience
FINRA Series 7, 63, and 65 licenses (or equivalent), and Life Insurance Licenses
6-8 years of sales experience
