Financial Advisor Planner - Brokerage Premier Accounts

Location: Remote
Compensation: Salary
Staff Reviewed: Tue, May 14, 2024
This job expires in: 15 days

Job Summary

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

Key Responsibilities:
  • Provide high-level service to clients, retaining assets and acquiring 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 on various subjects
  • Coordinate with operational teams for client-related administrative issues and potentially assist in training new Financial Advisor hires

Required 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

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