Washington Licensed Financial Advisor

Company: VirtualVocations
Location: Vista
Posted on: May 21, 2025

Job Description:

A company is looking for a Financial Advisor- Team Sponsored Launch.
Key Responsibilities

Meet with potential clients to build long-term relationships based on shared values and goals
Educate clients on financial decisions regarding investments, insurance, retirement, and generosity
Develop a personal network through local nonprofits, churches, and businesses for future growth

Required Qualifications, Training, and Education

Obtain state life, health, and annuity licenses, as well as securities registrations (Series 6, 63, 7, or 66)
Participate in a comprehensive training program post-licensing
Self-disciplined and driven to succeed
Motivated by helping others achieve their goals
Experience in outside sales, business management, education, ministry, or similar fields is beneficial

Keywords: VirtualVocations, Temecula , Washington Licensed Financial Advisor, Accounting, Auditing , Vista, California

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