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