State Licensed Senior Financial Advisor
Company: VirtualVocations
Location: Vista
Posted on: May 10, 2025
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Job Description:
A company is looking for a Senior Financial Advisor - VP Private
Client.
Key Responsibilities
Cultivate Private Client relationships and maximize the use of
company products and services
Drive scheduled appointments to uncover and close outside asset
opportunities
Partner with relationship management and advisory teams to
consolidate outside assets
Required Qualifications and Education
Bachelor's degree or equivalent combination of education and
professional experience
5+ years of financial industry experience with a proven track
record in asset growth
FINRA 65 registration or equivalent required
CFP designation preferred
Robust knowledge of financial planning and retail investment
vehicles
Keywords: VirtualVocations, Long Beach , State Licensed Senior Financial Advisor, Accounting, Auditing , Vista, California
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