Licensed Financial Advisor Assistant

Company: VirtualVocations
Location: Vista
Posted on: May 20, 2025

Job Description:

A company is looking for a Financial Professional- Advisor Assist.
Key Responsibilities

Proactively contact clients via phone, email, and chat
Serve as a single point of contact to address client needs
Assist clients in initiating or completing transactions and identify new opportunities

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, Poway , Licensed Financial Advisor Assistant, Accounting, Auditing , Vista, California

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