Monday, May 13, 2013

Senior Financial Advisor - Marin County, CA


Title:  Senior Financial Advisor (899-002-811)
Location:  Marin County, California
Compensation: Commensurate with experience

Summary/Responsibilities:
Financial Products Sales / Brokerage
Selling and/or servicing products to branch clients
Soliciting existing customers for investment products with concentration in mutual fund and annuities
Prospect new relationships for company through direct mail, seminars, and cold calling
Willingness to travel occasionally

Requirements:
Minimum of 5 years related experience in a financial institution
Minimum Education Bachelor's Degree
FINRA Series 7 and Series 65 California life and disability
Demonstrated success in soliciting new relationships
Strong verbal, interpersonal and written communication skills

If interested, please email your resume as an MS Word attachment to:
Julia Brown, BCI - Financial Services Recruiting
Julia@brokerageconsultants.com

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