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Senior Financial Advisor - Asset Growth

Company: VirtualVocations
Location: Mesquite
Posted on: June 1, 2024

Job Description:

A company is looking for a Senior Financial Advisor - Asset Growth (WM/ Workplace).



Key Responsibilities:

Build relationships with customers and maximize the use of company products and services
Drive appointments to uncover outside asset opportunities and support onboarding of assets
Demonstrate holistic knowledge of goal-based planning and manage time effectively


Required Qualifications:

Bachelor's degree or equivalent combination of education and work experience
3+ years of financial industry experience with demonstrated sales success
FINRA Series 7, 63, and 65 registrations required within established timelines
In-depth understanding of retail investment vehicles and qualified retirement plans

Keywords: VirtualVocations, Mesquite , Senior Financial Advisor - Asset Growth, Accounting, Auditing , Mesquite, Texas

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