Senior Wealth Advisor
Company: VirtualVocations
Location: Pompano Beach
Posted on: September 16, 2023
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Job Description:
A company is looking for a Senior Wealth Advisor for a remote
licensed position.
Key Responsibilities:
Cultivate relationships with customers and provide solutions to
improve their financial outlook
Drive scheduled appointments to uncover outside asset opportunities
and close on them
Deliver on sales and conversation targets to earn incentive
compensation
Required Qualifications:
Bachelor's degree or equivalent combination of education and work
experience
3+ years of financial industry experience with demonstrated sales
success
In-depth understanding of retail investment vehicles and qualified
retirement plans
FINRA Series 7, 63, and 65 registrations
FINRA fingerprinting required
Keywords: VirtualVocations, Pompano Beach , Senior Wealth Advisor, Other , Pompano Beach, Florida
Click
here to apply!
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