FINRA Series 65 Financial Advisor - North Hollywood California

Company: VirtualVocations
Location: North Hollywood, California
Posted On: 01/26/2025

A company is looking for a Senior Financial Advisor - Wealth Management (DTC).



Key Responsibilities

Cultivate mass-affluent relationships and address prospect needs using Empower products
Drive scheduled appointments to uncover and close outside asset opportunities
Demonstrate holistic knowledge of goal-based planning and implement appropriate solutions


Required Qualifications

Bachelor's degree or equivalent combination of education and professional experience
3+ years of financial industry experience with a proven track record of exceeding goals
FINRA Series 65 required (or CFP); FINRA fingerprinting required
In-depth understanding of retail investment vehicles and industry-wide investment products
Ability to work at both tactical and strategic levels More...

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