About this role
Financial Advisor (Marina, CA) at Vhr-wescom. Location: Marina or King City or Soledad or Salinas. Role: meeting members, developing plans, recommending products Requirements: Bachelor's degree and minimum 5 years investment sales experience; FINRA Series 7 and Series 65 or 66 and California life & disability license; MS Office proficiency; knowledge of FINRA/SEC regulations. Category: Sales Seniority: Senior Level Tools: Microsoft Word, Microsoft Excel, Power Point, Microsoft Outlook Certifications: finra series 7, finra series 65, finra series 66, california life and disability Commitment: Full Time Workplace: Onsite Languages: English