Financial Representative - HARVEY
1 month ago

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.
Job description
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