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Financial Advisor - Goleta, CA @ Kinecta Federal Credit Union

Thousand Oaks, California, USOnsiteFull Time
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About this role

Financial Advisor - Goleta, CA at Kinecta Federal Credit Union. Location: Thousand Oaks, California, United States. Role: Meets members, Analyzes finances, Advises members Requirements: Active FINRA licenses (Series 7 and 66 or 65 and 63) and life/health license; 3 years of financial sales experience; bachelor's degree preferred; securities experience in a financial institution. Category: Sales Seniority: Mid Level Certifications: finra series 7, finra series 66, finra series 65, finra series 63, life and health insurance Commitment: Full Time Workplace: Onsite Languages: English

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