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Financial Advisor

Company: VirtualVocations
Location: Durham
Posted on: September 21, 2023

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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