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Financial Professional

Company: Virtuity Financial Partners
Location: Oxnard
Posted on: July 31, 2022

Job Description:

Job Description We are seeking a Financial Professional You will be responsible for guiding your clients to their goals and desires. This position is for candidates who want to work for themselves as Entrepreneurs in the Finance & Insurance Industry. This is a highly regulated industry, so must be able to get licensed with a cleared background check. Candidates have the option to get Securities Licenses. Responsibilities: Coordinate the approval process for all products offered Oversee the flow of cash and financial investments Analyze information to assess current and future financial statuses Review costs for optimal budget planning Evaluate reporting systems and collection procedures Qualifications: Must prepare to get licensed Previous experience in sales Time Management skills Strong leadership qualities Ability to work under pressure

Keywords: Virtuity Financial Partners, Oxnard , Financial Professional, Accounting, Auditing , Oxnard, California

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