Remote Senior Financial Advisor

Company: VirtualVocations
Location: Norwalk
Posted on: May 14, 2022

Job Description:

A financial services company is seeking a Remote Senior Financial Advisor.

Individual must be able to fulfill the following responsibilities:
Provide expertise on a range of financial topics
Initiate sales activity through inbound and outbound calls
Pro-actively educate or advise current, potential, or terminated retirement plan participants
Position Requirements Include:

Bachelor's Degree or equivalent experience
FINRA Series 7, 63 and 65 registrations required within corporate-established timelines
FINRA Fingerprinting
CSA (Certified Senior Advisor) designation within corporate-established timelines

Keywords: VirtualVocations, Norwalk , Remote Senior Financial Advisor, Accounting, Auditing , Norwalk, California

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