Washington Licensed Financial Advisor
Company: VirtualVocations
Location: Vista
Posted on: May 21, 2025
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Job Description:
A company is looking for a Financial Advisor- Team Sponsored
Launch.
Key Responsibilities
Meet with potential clients to build long-term relationships based
on shared values and goals
Educate clients on financial decisions regarding investments,
insurance, retirement, and generosity
Develop a personal network through local nonprofits, churches, and
businesses for future growth
Required Qualifications, Training, and Education
Obtain state life, health, and annuity licenses, as well as
securities registrations (Series 6, 63, 7, or 66)
Participate in a comprehensive training program post-licensing
Self-disciplined and driven to succeed
Motivated by helping others achieve their goals
Experience in outside sales, business management, education,
ministry, or similar fields is beneficial
Keywords: VirtualVocations, Glendora , Washington Licensed Financial Advisor, Accounting, Auditing , Vista, California
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here to apply!
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