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State Licensed Senior Financial Advisor
A company is looking for a Senior Financial Advisor - VP Private Client. Key Responsibilities Cultivate Private Client relationships and maximize the use of company products and services Drive scheduled appointments to uncover and close outside asset opportunities Partner with relationship management and advisory teams to consolidate outside assets Required Qualifications and Education Bachelor's degree or equivalent combination of education and professional experience 5+ years of financial industry experience with a proven track record in asset growth FINRA 65 registration or equivalent required CFP designation preferred Robust knowledge of financial planning and retail investment vehicles
A company is looking for a Senior Financial Advisor - VP Private Client.
Key Responsibilities
Cultivate Private Client relationships and maximize the use of company products and services
Drive scheduled appointments to uncover and close outside asset opportunities
Partner with relationship management and advisory teams to consolidate outside assets
Required Qualifications and Education
Bachelor's degree or equivalent combination of education and professional experience
5+ years of financial industry experience with a proven track record in asset growth
FINRA 65 registration or equivalent required
CFP designation preferred
Robust knowledge of financial planning and retail investment vehicles