New York Licensed Financial Professional

Company: VirtualVocations
Location: Vista
Posted on: May 10, 2025

Job Description:

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

Keywords: VirtualVocations, Cypress , New York Licensed Financial Professional, Accounting, Auditing , Vista, California

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