Financial Advisor Planner

Job Summary

A company is looking for a Financial Advisor & Planner for Brokerage/Premier Accounts.

Key Responsibilities:

• Provide high-level service to clients, retaining assets and gaining additional assets through communication and education
• Manage client relationships through phone and email communication, act as a liaison between clients and internal departments, and provide financial planning
• Coordinate with operational teams for client-related administrative issues and potentially assist in training new hires

Qualifications:

• Bachelor's Degree or higher in business, finance, or related field
• FINRA Series 7, 63, and 65 FINRA registrations required within corporate-established timelines
• FINRA Fingerprinting required