Senior Financial Advisor Planner
Company: VirtualVocations
Location: Santa Clara
Posted on: September 1, 2024
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Job Description:
A company is looking for a Senior Financial Advisor & Planner
for a remote nationwide position.
Key Responsibilities:
Provide high-level service to clients, retaining assets and
acquiring additional assets through communication and education
Manage client relationships, act as a liaison between clients and
internal departments, and discuss portfolio and economic
matters
Offer holistic financial planning, coordinate with operational
teams, and potentially assist in training new hires
Required Qualifications:
FINRA Series 7, 63, and 65 registrations
Bachelor's Degree in business, finance, or related field
Experience in mass-affluent client communication within the
investment advisory field
CFP certification preferred
Knowledge of current investment products and industry services
Keywords: VirtualVocations, Santa Clara , Senior Financial Advisor Planner, Accounting, Auditing , Santa Clara, California
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