Licensed Financial Advisor

Job Summary

A company is looking for a Financial Advisor to serve smaller clients in partnership with local branch teams.

Key Responsibilities:

• Act as the Financial Advisor for smaller clients while maintaining connections to local branch teams
• Engage and serve clients to enhance their experience with the firm
• Provide tailored client solutions and ongoing guidance, addressing service issues as needed

Required Qualifications, Training, and Education:

• Current Series 7 and 66 licenses (or Series 63 and 65 combination) required
• Insurance license may be required in the future
• Experience as a Financial Advisor is highly preferred
• Bachelor's degree in a business-related field is preferred
• Strong understanding of securities, market conditions, and financial topics is critical