Financial Representative - HARVEY

Only for registered members HARVEY, United States

1 month ago

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Job summary

The purpose of the Financial Representative is to meet the middle-income client needs for risk protection, financial security, and wealth creation by educating clients,
analyzing needs, and recommending solutions in an ethical and client-focused manner.

Benefits

  • Educational Requirements: Minimum high school diploma or equivalent; college degree preferred.
  • Certifications & Licenses: Obtain and hold State Life and Health license prior to hire. Obtain and hold the FINRA SIE, Series 6 and Series 63 within one year of employment.

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