InglewoodRecruiter Since 2001
the smart solution for Inglewood jobs

Lead Wealth Advisor

Company: VirtualVocations
Location: Inglewood
Posted on: February 10, 2024

Job Description:

A company is looking for a Lead Wealth Advisor to join their growing organization.

Key Responsibilities:

Handle escalated customer situations and monitor calls for quality
Develop and deliver training and up-skill resources for sales associates
Ensure regulatory compliance and fiduciary duty in all recommendations and sales

Required Qualifications:

Bachelor's degree or equivalent combination of education and work experience
FINRA Series 7, 24, 63, and 65 (or 66) required
2+ years of industry experience and leadership
In-depth understanding of retail investment vehicles and qualified retirement plans
Proficient knowledge of Windows, Microsoft Office Software, and various file manipulation skills on a PC

Keywords: VirtualVocations, Inglewood , Lead Wealth Advisor, Other , Inglewood, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Inglewood RSS job feeds