State Licensed Financial Advisor

Job Summary

A company is looking for a Financial Advisor to provide financial solutions to clients.

Key Responsibilities

• Service a book of business and build a strong client base through referrals
• Create customized financial solutions for clients without proprietary products
• Utilize tools and resources to grow the business and assist clients in achieving their financial goals

Required Qualifications

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