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State Licensed Senior Financial Advisor
A company is looking for a Senior Financial Advisor - Workplace. Key Responsibilities Cultivate relationships with customers to address their financial needs and maximize Empower product usage Drive appointments to identify and close on outside asset opportunities Present solutions for various savings goals using goal-based planning techniques Required Qualifications Bachelor's degree or equivalent combination of education and experience 3+ years of financial industry experience with demonstrated sales success In-depth understanding of retail investment vehicles and qualified retirement plans FINRA Series 7, 63, and 65 (or 66) registrations required FINRA fingerprinting required
A company is looking for a Senior Financial Advisor - Workplace.
Key Responsibilities
Cultivate relationships with customers to address their financial needs and maximize Empower product usage
Drive appointments to identify and close on outside asset opportunities
Present solutions for various savings goals using goal-based planning techniques
Required Qualifications
Bachelor's degree or equivalent combination of education and experience
3+ years of financial industry experience with demonstrated sales success
In-depth understanding of retail investment vehicles and qualified retirement plans
FINRA Series 7, 63, and 65 (or 66) registrations required
FINRA fingerprinting required