Job Summary
A financial services and investment firm has a current position open for a Remote Senior Segment Financial Advisory Services Manager.
Core Responsibilities Include:
- Training personnel on the participant advisory services program
- Communicating and helping prioritize client and partner needs
- Submitting regular verbal and/or written reports on all activity
Must meet the following requirements for consideration:
- 10 - 15 years industry experience Advisory services operational experience
- Series 65 registrations required within corporate-established timelines
- FINRA fingerprinting
