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Provision People30 months ago

Financial Advisors and Wealth Advisors

On-site · New York City, New York, United States

Type
Full Time
Level
Mid Level
Education
License Or Certification
Company size
Unknown

Job Summary

Financial Advisors and Wealth Advisors needed to offer Life Insurance, Annuities, and Investments; prospect and grow client relationships; attend events and in-person networking opportunities; understand client needs and devise a financial strategy to help them meet their goals/objectives.

Required Qualifications

  • 2+ years of experience as a Financial Advisor or Wealth Advisor offering Life Insurance, Annuities, and/or Investments
  • Series 6, 7, or 63
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Provision People

Financial Advisors and Wealth Advisors

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