Investment Advisor Series 7, 63, 65
Company: VirtualVocations
Location: Far Rockaway
Posted on: February 13, 2025
|
|
|
Job Description:
A company is looking for an Investment Advisor responsible for
managing client relationships and providing financial guidance.
Key Responsibilities
Manage new and ongoing client relationships within the In Plan
Advice product suite, focusing on enrollment, retention, and asset
consolidation
Handle inbound calls to transition participants into actively
managed account solutions
Deliver objective guidance to enhance retirement readiness outcomes
and ensure customer satisfaction
Required Qualifications
Minimum of 5 years of experience in financial services or a related
field
Licensure including Series 6 or 7, 63, 65/66, and an additional
designation (MBA, CFP, CFA, etc.) is preferred
Strong sales and customer relationship experience with a thorough
understanding of retirement planning
Expertise in insurance, securities, investments, and related
areas
Comprehensive knowledge of retirement and investment product
offerings
Keywords: VirtualVocations, New York , Investment Advisor Series 7, 63, 65, Other , Far Rockaway, New York
|
Click
here to apply!
|
