Financial Advisor Job at Artemis Consultants, California, MD

  • Artemis Consultants
  • California, MD

Job Description

PREFERRED PROFILE:

  • Bachelor’s Degree preferred.
  • State Life & Health insurance licenses and FINRA SIE, Series 7 and 66 (or 63 and 65) required.
  • Knowledge of core investment products including fixed and variable annuities and mutual funds.
  • Must have fundamental understanding of Bank services and operations.
  • Market (investment) knowledge.
  • Experience in investment sales or related fields.
  • Experience coaching, mentoring, and developing others preferred. Ability to provide input for performance evaluations.

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