PREFERRED PROFILE:
- Bachelor’s Degree preferred.
- State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required.
- Knowledge of core investment products including fixed and variable annuities and mutual funds.
- Must have fundamental understanding of Bank services and operations.
- Market (investment) knowledge.
- Experience in investment sales or related fields.
- Experience coaching, mentoring, and developing others preferred. Ability to provide input for performance evaluations.
Financial Advisor in California at Artemis Consultants
This position is listed as full time and onsite. It was posted 2 days ago.