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VP Financial Planning - Affluent Markets CFP series 7
| Details |
Country: USA
Location: Los Angeles CA
Total applied: 40
Location:US-CA-Los Angeles
Base Pay:$150,000 - $200,000/Year
Employee Type:Full-Time Employee
Industry:Banking - Financial Services Sales - Marketing Securities
Manages Others:yes |
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VP Financial Planning - Affluent Markets CFP series 7
Our client is expanding the Affluent Markets segment to assist their high net worth clients. We are looking for talented investment professionals with their CFP and Series 7 licenses to assess, assist and guide new and existing clients as they choose the services best suited to meet and exceed their financial goals. Introduce yourself to warm clients who have some relationships with our bank clients already.
REQUIREMENTS
We need the following skills:
Track record of selling investment products – minimum of 5 years CFP designationComprehensive product knowledge: Mutual Funds, WRAP and InsuranceHave NASD Series 7, 63, 65 and Life and Health Insurance licenseTrack record of generating business and closing sales
This client offers – dynamic work environments, internal career advancement opportunities, comprehensive health benefits, tuition reimbursement and immediate corporate recognition. Earnings $200K+ Some candidates may qualify for sign on bonuses!!!
Keywords: CFP, financial, investments, insurance, sales, investment consultant, investment advisor, investment sales, financial consultant, financial advisor, series 7, series 63, series 65.
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