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
Complete Job Description
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