New York Licensed Financial Professional
Company: VirtualVocations
Location: Vista
Posted on: May 10, 2025
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Job Description:
A company is looking for a Salaried Financial Professional for
the Premier Team.
Key Responsibilities
Establish and maintain relationships with clients by delivering
value through proactive communication
Serve as a single point of contact to address client needs and
validate investment decisions
Identify new opportunities and assist clients with transactions as
appropriate
Required Qualifications
Bachelor's degree or equivalent relevant industry experience
FINRA Series 7, 63, and 65 licenses (or equivalent), and Life
Insurance Licenses
6-8 years of sales experience
Keywords: VirtualVocations, Glendora , New York Licensed Financial Professional, Accounting, Auditing , Vista, California
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