About this role
Wealth Advisor - LPL Financial at Jovia Financial Credit Union at Jovia Financial Credit Union. Location: Plainview, New York, United States. Role: providing advice, soliciting investments, building relationships Requirements: 2+ years investment sales experience, active state life insurance license, Series 7 and Series 63 (if required), Series 65 or 66, proficiency with Microsoft Office and PowerPoint, strong sales and client relationship skills. Category: Sales Seniority: Entry Level Tools: Microsoft Office, Microsoft PowerPoint Certifications: series 7, series 63, series 65, series 66, life insurance Commitment: Full Time Workplace: Onsite Languages: English