More jobs:
Licensed Financial Advisor
Job in
Madison, Dane County, Wisconsin, 53774, USA
Listed on 2026-03-05
Listing for:
Virtual Vocations Inc
Full Time
position Listed on 2026-03-05
Job specializations:
-
Finance & Banking
Financial Advisor, Financial Consultant
Job Description & How to Apply Below
Key Responsibilities:
Act as the Financial Advisor for smaller clients while maintaining connections to local branch teams Engage and serve clients to enhance their experience with the firm Provide tailored client solutions and ongoing guidance, addressing service issues as needed
Required Qualifications , Training, and
Education:
Current Series 7 and 66 licenses (or Series 63 and 65 combination) required Insurance license may be required in the future Experience as a Financial Advisor is highly preferred Bachelor's degree in a business-related field is preferred Strong understanding of securities, market conditions, and financial topics is critical
To View & Apply for jobs on this site that accept applications from your location or country, tap the button below to make a Search.
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).
Search for further Jobs Here:
×