Offer summary
Qualifications:
Bachelor’s Degree, 5 years investment sales experience, FINRA Series 7, 63, 65 or 66, California Department of Insurance Life and Disability, Proficient in Microsoft Applications.Key responsabilities:
- Meet members to determine financial goals
- Provide retirement and investing guidance
- Develop relationships based on trust
- Stay updated on investment products and services
- Ensure compliance with regulatory requirements