State Licensed Financial Advisor

Job Summary

A company is looking for a Financial Advisor.

Key Responsibilities

• Service a book of business upon hire and build a strong client base through referrals
• Create client solutions using a wide range of investment products without proprietary constraints
• Utilize available tools, technology, and support to grow the business and assist clients in achieving their financial goals

Required Qualifications

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