Financial Advisor

Company: VirtualVocations
Location: Fresno
Posted on: September 3, 2024

Job Description:

A company is looking for a Financial Advisor - Trustage Remote Advisor.
Key Responsibilities:

Service an existing book of business upon hire
Build a strong client base with the credit union's referral system
Create client solutions without proprietary products

Required Qualifications:

Series 7 and 66 (63/65) licenses
Insurance license
Three or more years of investment sales experience

Keywords: VirtualVocations, Fresno , Financial Advisor, Accounting, Auditing , Fresno, California

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