VP, Financial Consultant - Corte Madera, CA
$150,000–$250,000 year
On-siteCorte Madera, California, United States
EXPIREDCorte Madera, California, United StatesOn-siteFull Time$150,000–$250,000 yearSenior LevelEnterprise
Full TimeSenior LevelEnterprise
Job Summary
Manage wealth on behalf of clients through retirement planning, investment management, education planning, and estate strategies while growing the book of business via warm outreach to existing and prospective clients. Build lasting relationships by applying a focused communication strategy that deepens trust and exceeds client expectations across investing, banking, lending, and insurance services. Complete comprehensive training through Wealth Management University and ongoing mentorship with branch leadership to guide professional development.
Required Qualifications
- A valid and active FINRA Series 7 license
- Obtaining or acquiring FINRA Series 66 (63/65) license
- Life & Health Insurance license
Desired Qualifications
- CFP® Certification
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