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Advisor Associate @ Mmc

San Diego, California, USOnsiteFull Time
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About this role

Advisor Associate at Mmc. Location: San Diego, California, United States. Role: supporting sales, managing implementations, servicing clients Requirements: Supports lead advisors to grow sales pipeline, manage implementations, and service retirement plan clients. Requires 7+ years sales experience, FINRA Series 63 & 7 (65/66 preferred), bachelor’s degree preferred, strong communication and analytical skills. Category: Sales Seniority: Senior Level Certifications: finra series 63, finra series 7, finra series 65, finra series 66 Commitment: Full Time Workplace: Onsite Languages: English

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