About this role
VP Wealth Management at Kinecta Financial & Insurance Services, LLC. Location: El Segundo, California, United States. Role: leading strategy, managing operations, coaching advisors Requirements: Bachelor's in business/finance/economics required (MBA preferred). FINRA Series 7 and 66 (or 63/65) required; Series 24 preferred. CFP/ChFC advantageous. 7–10 years wealth management experience, advisor leadership, project management, and strong communication and analytical skills. Category: Finance and Accounting Seniority: Senior Level Certifications: series 7, series 66, series 63, series 65, series 24, cfp, chfc Commitment: Full Time Workplace: Onsite Languages: English