Financial Advisor

Job Summary

A company in the financial industry is seeking a Financial Advisor.

Position Responsibilities

• Act as the Financial Advisor for smaller clients, including SEP/Simple IRA participants while maintaining a connection to the local branch team
• Provide excellent client service and tailored solutions to meet client needs
• Work with the Client Service Administrator to ensure high-level customer service

Required Qualifications

• Current Series 7 and 66 licenses or a combination of the Series 63 and 65 licenses
• Experience as an Edward Jones Financial Advisor is preferred
• Bachelor's degree in a business-related field is preferred
• Ability to understand information about various securities and communicate research opinions and information on companies and investments
• Candidates bilingual in Spanish is a plus