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Financial Professional

Company: VirtualVocations
Location: Fairfax
Posted on: November 8, 2024

Job Description:

A company is looking for an Entry Level Salaried Financial Professional.



Key Responsibilities

Acquire core financial services licenses and learn about the financial planning process
Connect with existing clients to help them meet their financial goals and prepare for new needs
Collaborate with successful Financial Professionals to gain insights into building a financial services career


Required Qualifications

Bachelor's degree or equivalent relevant industry experience
Ability to obtain FINRA Series 7 and 66 licenses, as well as Life Insurance Licenses
Prior customer relationship management experience
Previous sales experience in the financial services industry is preferred
Strong research and analytical skills

Keywords: VirtualVocations, Potomac , Financial Professional, Accounting, Auditing , Fairfax, Maryland

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