About this role
Client Acquisition Advisor at Retirement Income Source SFG. Location: Londonderry, New Hampshire, United States. Role: engaging clients, closing business, collaborating team Requirements: 3+ years financial advisor experience, Series 65/66 and/or CFP, strong client engagement and closing skills, Microsoft Office and CRM familiarity. Category: Finance Seniority: Mid Level Tools: Microsoft Office Suite, CRM Certifications: series 65, series 66, cfp Commitment: Full Time Workplace: Onsite Languages: English