FINRA Series 65 Financial Advisor
Company: VirtualVocations
Location: Newark
Posted on: February 1, 2025
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Job Description:
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
Keywords: VirtualVocations, Mount Vernon , FINRA Series 65 Financial Advisor, Accounting, Auditing , Newark, New York
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