State Licensed Financial Advisor

Job Summary

A company is looking for a Financial Advisor to join their team and provide financial solutions to clients.

Key Responsibilities

• Service an existing book of business and build a strong client base through referrals
• Create tailored financial solutions without proprietary products
• Utilize provided tools and technology to grow the business and support clients' financial goals

Required Qualifications

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