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 Unknown Company
This position is listed as full time and onsite.