Series 7 and 66 Licensed Financial Advisor

Job Summary

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

Key Responsibilities

• Act as the Financial Advisor for smaller clients while maintaining connections to local branch teams
• Engage clients to enhance their relationship with the firm and provide tailored client solutions
• Research and resolve service issues, ensuring high levels of customer service in partnership with Client Service Administrators

Required Qualifications, Training, and Education

• Current Series 7 and 66 licenses (or combination of Series 63 and 65) 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
• Ability to understand and communicate information about various securities and market conditions