Financial Advisor
Posted on :
06-01-2024
Employer Active
1 Vacancy
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Job Description
Req ID : 2435990
Qualifications:
- A minimum of two years of experience as a Financial Advisor working with High-net-worth clients.
- Bachelor’s Degree required; MBA, JD, CFA, or CFP preferred.
- Series 7, 66, and Insurance licenses required; candidates without licenses will be considered with a commitment to obtain them within 90 days.
- Demonstrated sales success, strong business acumen, and an established community network.
- Proven understanding of investments, wealth planning, and banking concepts
Employment Type
Full Time
Company Industry
About Company
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