Financial Advisor
Company: VirtualVocations
Location: Durham
Posted on: September 21, 2023
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Job Description:
A company is looking for a Financial Advisor for their Branch
Development division.
Key Responsibilities:
Act as the Financial Advisor for smaller clients, preserving the
client connection to the local branch team
Re-engage and serve clients, providing excellent client service and
tailored solutions
Work with the Client Service Administrator to ensure high levels of
customer service
Required Qualifications:
Current Series 7 and 66 licenses (or combination of Series 63 and
65)
Experience as a Financial Advisor highly preferred
Bachelor's degree in a business-related field preferred
Ability to understand and communicate information about securities
and investments
Strong computer skills and ability to learn technical
information
Keywords: VirtualVocations, Durham , Financial Advisor, Accounting, Auditing , Durham, North Carolina
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