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Entry Level Financial Professional

Company: VirtualVocations
Location: Livonia
Posted on: April 6, 2025

Job Description:

A company is looking for an Entry Level Salaried Financial Professional (PCPG).
Key Responsibilities

Train to acquire core financial services licenses and understand the financial planning process
Connect with existing clients to help position their investments and plan for new financial needs
Collaborate with successful Financial Professionals to gain insights into client management and business growth

Required Qualifications

Bachelor's degree or equivalent relevant industry experience
Ability to obtain FINRA Series 7 and 66 licenses, as well as Life Insurance Licenses
Prior customer relationship management experience

Keywords: VirtualVocations, Lorain , Entry Level Financial Professional, Accounting, Auditing , Livonia, Ohio

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