State Licensed Financial Consultant
Company: VirtualVocations
Location: Vista
Posted on: May 20, 2025
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Job Description:
A company is looking for a Financial Consultant I to join their
Retirement and Income Solutions team.
Key Responsibilities
Provide benefit event education and assist customers with their
investment and risk-based needs
Facilitate transactions and introduce customers to other teams as
appropriate
Uncover current or potential retail customer needs and perform
other related duties
Required Qualifications
Bachelor's degree or equivalent plus 2+ years of experience in the
financial services industry
SIE, Series 6 or 7 and Series 63 & 65 or Series 66 licensing
required
Must be approved as a registered representative by all 50 States
and Washington DC
Detailed knowledge of retail investment products and
employer-sponsored retirement plans
Ability to work independently and demonstrate confidence in
decision-making
Keywords: VirtualVocations, Lakewood , State Licensed Financial Consultant, Accounting, Auditing , Vista, California
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