State Licensed Financial Advisor

Job Summary

A company is looking for a Financial Advisor & Planner - Investor Services.

Key Responsibilities

• Provide high-level service to clients, retaining and garnering assets through communication and education
• Manage client relationships proactively and reactively via phone and email
• Coordinate with internal teams to address client needs and provide holistic financial planning

Required Qualifications

• Bachelor's degree or higher in business, finance, or related field
• FINRA Series 7, 63, and 65 registrations required
• FINRA fingerprinting required upon hire
• High-level knowledge of current investment products and industry services
• Proven track record in relationship management and customer satisfaction