State Licensed Managing Principal
Company: VirtualVocations
Location: Vista
Posted on: May 20, 2025
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Job Description:
A company is looking for a Managing Principal responsible for
leading a firm and driving growth strategies.
Key Responsibilities
Recruit and develop financial professionals and firm leaders
Manage the financial health and profitability of the firm
Create and communicate a vision for the firm while leading a
virtual organization
Required Qualifications
Bachelor's Degree Required
More than 10 years of financial services sales experience
Required
FINRA Series 7 Upon Hire Required
FINRA Series 24 Preferred
Certified Financial Planner-CFP Board CLU, ChFC or CFP
Preferred
Keywords: VirtualVocations, West Covina , State Licensed Managing Principal, Other , Vista, California
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