Alaska Licensed Financial Advisor
Company: VirtualVocations
Location: Santa Clara
Posted on: May 3, 2025
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Job Description:
A company is looking for a Team-based Financial Advisor.
Key Responsibilities
Meet with potential clients to build long-term relationships based
on shared values and goals
Educate clients on financial decisions regarding investments,
insurance, retirement, and generosity
Develop a personal network through local nonprofits, churches, and
businesses for future growth
Required Qualifications, Training, and Education
Obtain state insurance licenses (life, health, and variable
contracts) and Series 7 and 66 registrations
Participate in a comprehensive training program lasting up to eight
weeks
Self-disciplined and motivated to help others achieve their
goals
Strong interpersonal skills and a passion for serving others
Experience in fields such as sales, business management, education,
or military is beneficial
Keywords: VirtualVocations, San Bruno , Alaska Licensed Financial Advisor, Accounting, Auditing , Santa Clara, California
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