State Licensed Financial Professional
Company: VirtualVocations
Location: Santa Clara
Posted on: February 18, 2025
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Job Description:
A company is looking for a Salaried Financial Professional-
Premier Team.
Key Responsibilities
Proactively contact clients via phone, email, and chat to establish
relationships
Provide a single point of contact to address client needs and
validate investment decisions
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, Santa Clara , State Licensed Financial Professional, Accounting, Auditing , Santa Clara, California
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