Senior Financial Advisor - Nationwide - Pueblo Colorado

Company: VirtualVocations
Location: Pueblo, Colorado
Posted On: 01/25/2025

A company is looking for a Senior Financial Advisor & Planner.



Key Responsibilities

Provide high-level service to clients, focusing on retention and asset growth
Manage client relationships through proactive and reactive communication
Offer holistic financial planning and coordinate with internal teams for client needs


Required Qualifications

FINRA Series 7, 63, and 65 registrations required
Bachelor's Degree or higher in business, finance, or related field
High-level knowledge of current investment products and industry services
Proven track record in relationship management and customer satisfaction
Experience with mass-affluent client communication preferred More...

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