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Senior Wealth Advisor

Company: VirtualVocations
Location: Pompano Beach
Posted on: September 16, 2023

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

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