State Licensed Financial Advisor
Company: VirtualVocations
Location: Vista
Posted on: May 5, 2025
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Job Description:
A company is looking for a Financial Advisor to provide
comprehensive financial planning and manage client
relationships.
Key Responsibilities
Manage an existing book of business and meet with prospective
clients to provide financial advice
Develop fluency in managed account programs and assist clients with
investment rebalancing
Maintain a sales rhythm, focusing on conversion rates and nurturing
leads through the sales pipeline
Required Qualifications
Bachelor's Degree in Accounting, Finance, or related discipline
Minimum of 5 years of financial advising and planning
experience
CFP, CFA, CRPC, or comparable certification required
Series 65 license is mandatory
Must reside in specific states where the firm is registered
Keywords: VirtualVocations, Anaheim , State Licensed Financial Advisor, Accounting, Auditing , Vista, California
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