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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!

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