PCG Financial Advisor Job in Westlake Village, California US
PCG Financial AdvisorProvides clients with financial advice consistent with clients goals and risk tolerance. Meets with clients to collect financial information, assess investment profile and evaluate clients financial needs. Advises clients regarding advantages and disadvantages of different financial products and determines which financial products are suitable for client needs and financial circumstances. Works to increase and retain existing client assets and meet potential new clients. Basic Qualifications: Series 7, 63 and 65 (or 66) licenses required. Minimum Qualifications: Strong work Read more […]
August 14, 2008
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