Licensed Retirement Planning Advisor

Lucia Capital Group; Las Vegas (NV); On-site; USD 50,000 - 80,000; Full time

Job summary

A financial services firm is seeking licensed financial advisors in Las Vegas. You will be the main contact for clients, developing relationships and providing personalized advice to achieve retirement goals. Ideal candidates will have Series 7, 65, or 66 licenses, along with financial services experience and strong customer service skills. Apply by sending your resume to [e-mail].

Qualifications

• Current licenses: Series 7, Series 65 or 66, and Life Insurance.
• Financial services/insurance experience required.
• Excellent customer service and communication skills essential.

Responsibilities

• Develop client relationships and deliver personalized advice.
• Build customized retirement plans for clients.
• Monitor client accounts on an ongoing basis.

Skills

Customer service skills

Attention to detail

Verbal and written communication

Tools

Microsoft Dynamics

Job description

A financial services firm is seeking licensed financial advisors in Las Vegas. You will be the main contact for clients, developing relationships and providing personalized advice to achieve retirement goals. Ideal candidates will have Series 7, 65, or 66 licenses, along with financial services experience and strong customer service skills. Apply by sending your resume to [e-mail].