Tennessee Licensed Financial Advisor
Company: VirtualVocations
Location: Staten Island
Posted on: February 1, 2025
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Job Description:
A company is looking for a Financial Advisor to provide
investment advice and manage member portfolios.
Key Responsibilities:
Establish and maintain investment relationships with members,
ensuring compliance with FINRA and SEC standards
Engage with members to develop and manage detailed financial plans
tailored to their best interests
Analyze and manage the performance of members' investment
portfolios and recommend additional products as needed
Required Qualifications:
Bachelor's degree in Finance, Business, Economics, or a related
field
Series 7, 63, and 65 or 66 licenses; Bondable through CUSO
Financial Services, LP
Certified Financial Planner (CFP) designation is required
Valid state driver's license
Minimum 3 years' experience in selling investment and insurance
products
Keywords: VirtualVocations, East Orange , Tennessee Licensed Financial Advisor, Accounting, Auditing , Staten Island, New Jersey
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