FINRA Licensed Financial Consultant
Company: VirtualVocations
Location: Vista
Posted on: May 16, 2025
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Job Description:
A company is looking for a Financial Consultant.
Key Responsibilities
Provide over-the-phone guidance to customers regarding their
employer-sponsored retirement accounts during key life moments
Discuss available account options, such as 401K and IRAs, to align
with customers' retirement savings goals
Educate customers on their retirement plan options and deepen their
relationship with the company
Required Qualifications
Bachelor's degree or equivalent combination of education and
professional work experience
Minimum of 1 year experience in sales, preferably inside sales
Current FINRA licenses or ability to obtain FINRA 7 & 63
registrations within corporate timelines
Motivated self-starter with the ability to learn quickly and
independently
Demonstrated sales and customer service experience
Keywords: VirtualVocations, Rancho Cucamonga , FINRA Licensed Financial Consultant, Accounting, Auditing , Vista, California
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