Remote Financial Advisor

Job is Expired
Location: Tennessee
Compensation: To Be Discussed
Staff Reviewed: Tue, Jun 22, 2021

Job Summary

An RIA custodian and financial broker-dealer is searching for a person to fill their position for a Remote Financial Advisor.

Individual must be able to fulfill the following responsibilities:

  • Help members in every stage of their financial life
  • Support the local community with a complete menu of financial services
  • Build a strong client base with the Bank’s exceptional referral system

Qualifications Include:

  • Series 7 and 66 (63/65) required
  • Insurance license required
  • Three or more years of investment sales experience

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