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Licensed Investment Consultant
Job in
Fayetteville, Cumberland County, North Carolina, 28305, USA
Listed on 2026-03-05
Listing for:
Virtual Vocations Inc
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Consultant, Financial Advisor
Job Description & How to Apply Below
Key Responsibilities Coach and educate internal partners to drive investment visibility and identify opportunities Promote products and services to clients, developing tailored investment strategies Adhere to laws and regulations while managing client accounts and service transactions
Required Qualifications University/college degree preferred FINRA Series 7 and 66 (or 63 & 65) licenses required Life and Health Insurance license required Experience in client relationship building and financial analysis Understanding of risk management principles
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