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Job Field: Office Jobs
Location: San Marcos, CA
Salary: $Not stated

JOB SUMMARY:

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<tr><td valign="top" width="450"><b>you will be required to register and to submit to
the required SAFE Act background check and
registration process. Failure to register
successfully or to maintain a status in good
standing under the SAFE Act will affect your
eligibility for continued employment and may
result in your immediate termination
Required Skills
3+ years of proven investment business
development experience, including investment
training. In-depth knowledge of investment
products and services
4 year degree, preferably in business related
field, CFP desired
Series 7  66 63  65 in lieu of 66 and
Insurance licenses required
Experience creating a comprehensive financial
strategy, assessing needs, identifying, and
recommending financial solutions
Knowledge of banking credit and deposit
products and services desired
Demonstrated ability to cultivate effective
revenue generating partnerships with other Lines
of Business
Proven track record of ability to influence
present oneself assertively, convincingly and with
confidence to establish credibility and respect
with others
Must be able to provide evidence of consultative
communication and relationship building skills
leading to client fulfillment and delight in
previous roles
Must possess sound business ethics acts in the
best interest of the client
Highly motivated self-starter, proactive, with
intense focus on results. Conveys a sense of
urgency to achieve business goals and exceed
expectations
Excellent time management and organizational
skills
For more detail please see the url.

KEY REQUIREMENTS:

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None Associate degree