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State Licensed Wealth Advisor
Job in
Grand Rapids, Kent County, Michigan, 49528, 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
Job Description & How to Apply Below
Key Responsibilities Build a client base by leveraging established market access and events Deliver exceptional advisory services through comprehensive discovery sessions and customized solutions Participate in the Leadership Development Program and mentor future advisors
Required Qualifications 2+ years of proven success in financial services sales, specifically advising stock market investors Current Investment Adviser Representative designation, Series 65 Demonstrated history of exceeding client acquisition targets Comprehensive understanding of investment vehicles, strategies, and market dynamics Advanced proficiency with modern CRM systems and financial planning software
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