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Senior Wealth Advisor

Company: VirtualVocations
Location: Pensacola
Posted on: July 3, 2024

Job Description:

A company is looking for a Senior Wealth Advisor for a remote position.



Key Responsibilities:

Cultivate relationships with customers to address their financial needs and maximize the use of company products
Drive scheduled appointments to uncover outside asset opportunities and close on identified opportunities
Diligently manage time and pipeline to prioritize customer needs and expand relationships with the company


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 (or 66) registrations required
FINRA fingerprinting required

Keywords: VirtualVocations, Pensacola , Senior Wealth Advisor, Other , Pensacola, Florida

Click here to apply!

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