Ohio Licensed Financial Advisor
Company: VirtualVocations
Location: Vista
Posted on: May 20, 2025
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Job Description:
A company is looking for a HFA Financial Advisor - Branch.
Key Responsibilities
Achieve personal production goals and customer service objectives
for assigned branches or book of business
Utilize financial planning tools to provide investment and
insurance solutions based on client goals and risk tolerance
Coach branch staff to identify client needs and deliver appropriate
financial solutions
Required Qualifications
High School Diploma
Minimum of 1 year of investment sales experience
Series 7, 63, 65/66 and Life and Health Licenses
Keywords: VirtualVocations, Arcadia , Ohio Licensed Financial Advisor, Accounting, Auditing , Vista, California
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