Demo

Career Development Specialist

beBee Careers
Riverside, CA Full Time
POSTED ON 4/27/2025
AVAILABLE BEFORE 5/26/2025
descriptions_2:

Career Overview

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  • This role offers an exciting opportunity to build a successful career in the financial services industry.
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About the Job

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  • In this position, you will have the chance to develop your skills and expertise in investment planning and wealth management.
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Key Accountabilities

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  • Develop and maintain strong relationships with clients to understand their financial goals and objectives.
  • Create personalized investment plans and strategies to help clients achieve their goals.
  • Stay up-to-date with market trends and regulatory requirements to provide expert advice to clients.
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Compensation and Benefits

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  • A competitive compensation package, including salary, commissions, and profit sharing.
  • A comprehensive benefits package, including medical, dental, and vision coverage.
  • The flexibility to balance your personal and professional life.
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Requirements

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  • A bachelor's degree or equivalent work-related experience within the securities/financial services industry.
  • Financial services and/or sales experience.
  • Financial services registration, licensing, or certification.
  • Professional and/or military career progression.
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Licensing and Certification

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  • SIE (Securities Industry Essentials) registration is required; Series 7 and Series 66 will be required within three months.
  • FINRA registrations required within three months; State insurance licenses will be required.

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