Investment Advisor with FINRA Licenses

Job Summary

A company is looking for an Investment Advisor to service individual clients and brokerage customers.

Key Responsibilities

• Educate clients on available Advisory Services to help achieve retirement goals
• Perform brokerage trading and financial planning for clients
• Deliver an efficient client experience by taking ownership and providing accurate information

Required Qualifications and Education

• 4+ years of financial customer service experience
• Experience in brokerage and mutual fund trading
• FINRA Series 7, 63 & 65 required
• FINRA fingerprinting required
• Bachelor's degree preferred