Wealth Management Expert - Huntington Park - beBee Careers

    beBee Careers
    beBee Careers Huntington Park

    2 days ago

    Default job background
    Full time

    Job title: VP, Financial Consultant

    Description

    Wealth Management Position

    This position offers a unique chance to combine your passion for finance with a focus on delivering exceptional client experiences. As a Financial Consultant, you will provide expert guidance on investment management, retirement planning, and other wealth-related matters.

    Your ability to build strong relationships, communicate effectively, and inspire action will be key to success in this role. You will have the opportunity to work collaboratively with colleagues to develop and implement tailored solutions for clients.

    • Required skills include a valid FINRA Series 7 license, as well as the ability to obtain or acquire additional licenses such as Series 66 (63/65) and Life & Health Insurance.
    • Preferred qualifications include experience in building client relationships, leveraging market knowledge, and adapting to changing business conditions.
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