New York Licensed Financial Professional

A company is looking for a Salaried Financial Professional- Premier Team.

Key Responsibilities

Establish and maintain relationships with clients through proactive communication

Serve as a single point of contact for clients, addressing their needs and providing resources

Assist clients in transactions and identify new opportunities for engagement

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