Senior Financial Advisor - Nationwide
Company: VirtualVocations
Location: Arlington
Posted on: February 4, 2025
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Job Description:
A company is looking for a Senior Financial Advisor &
Planner.
Key Responsibilities
Provide high-level service to clients, focusing on retention and
asset growth
Manage client relationships through proactive and reactive
communication
Offer holistic financial planning and coordinate with internal
teams for client needs
Required Qualifications
FINRA Series 7, 63, and 65 registrations required
Bachelor's Degree or higher in business, finance, or related
field
High-level knowledge of current investment products and industry
services
Proven track record in relationship management and customer
satisfaction
Experience with mass-affluent client communication preferred
Keywords: VirtualVocations, Frisco , Senior Financial Advisor - Nationwide, Accounting, Auditing , Arlington, Texas
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