Series 7 Licensed Internal Advisor Consultant
Company: VirtualVocations
Location: Vista
Posted on: May 20, 2025
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Job Description:
A company is looking for an Internal Advisor Consultant.
Key Responsibilities
Develop, maintain, and deepen relationships with clients and
colleagues
Assist clients in investment selection through a consultative sales
process
Partner with senior salesperson to create a business plan to meet
goals and objectives
Required Qualifications
College degree
High energy
Proven ability to build strong relationships
1+ years of sales experience or finance experience
Series 7 (or SIE and Series 7 top off exam) and 66 (or 63 & 65
combined) or the ability to obtain within a defined period of
time
Keywords: VirtualVocations, Lakewood , Series 7 Licensed Internal Advisor Consultant, Professions , Vista, California
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