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State Licensed Financial Advisor
A company is looking for a Financial Professional- Advisor Assist. Key Responsibilities Proactively contact clients via phone, email, and chat to establish relationships Provide a single point of contact for addressing client needs and resources Assist clients in initiating or completing transactions and identify new opportunities 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 Financial Professional- Advisor Assist.
Key Responsibilities
Proactively contact clients via phone, email, and chat to establish relationships
Provide a single point of contact for addressing client needs and resources
Assist clients in initiating or completing transactions and identify new opportunities
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