NewportNewsRecruiter Since 2001
the smart solution for Newport News jobs

Senior Wealth Advisor

Company: VirtualVocations
Location: Newport News
Posted on: September 16, 2023

Job Description:

A company is looking for a Senior Wealth Advisor for a remote licensed position.
Key Responsibilities:

Cultivate relationships with customers and provide solutions to improve their financial outlook
Drive scheduled appointments to uncover outside asset opportunities and close on them
Deliver on sales and conversation targets to earn incentive compensation

Required Qualifications:

Bachelor's degree or equivalent combination of education and work experience
3+ years of financial industry experience with demonstrated sales success
In-depth understanding of retail investment vehicles and qualified retirement plans
FINRA Series 7, 63, and 65 registrations
FINRA fingerprinting required

Keywords: VirtualVocations, Newport News , Senior Wealth Advisor, Other , Newport News, Virginia

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest Virginia jobs by following @recnetVA on Twitter!

Newport News RSS job feeds