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Series 7 and 66 Licensed Consultant
VirtualVocationsSanta Ana, California, United States2 days ago
Job type
- Full-time
Job description
A company is looking for an Internal Advisor Consultant to develop client relationships and assist in investment selection.
Key Responsibilities
Develop, maintain, and deepen relationships with clients and colleagues
Assist clients in investment selection through a consultative sales process
Partner with senior salesperson to create a business plan to meet goals and objectives
Required Qualifications
College degree
High energy
Proven ability to build strong relationships
1+ years of sales experience or finance experience
Series 7 (or SIE and Series 7 top off exam) and 66 (or 63 & 65 combined) or the ability to obtain within a defined period of time
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Licensed Consultant • Santa Ana, California, United States
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