Proficient in accounting software and Microsoft Excel * Excellent attention to detail and problem-solving skills #ZRCFS Company Description ABOUT US: Creative Financial Staffing (CFS) is a leading ...
This is a client consulting position rather than new business development although those with sales experience are encouraged to apply. Key Responsibilities: * Educate individuals about mutual fund ...
Ability to obtain or already hold: an active life insurance license, FINRA securities registration (Securities Industry Essentials®/SIE), Series 6 and/or 7 license, and Series 63 license, as ...