State Licensed Personal Advisor

Job Summary

A company is looking for a National Branch Personal Advisor.

Key Responsibilities

• Leverage investment and wealth planning knowledge to assist clients in achieving financial goals
• Convert leads into new clients and maintain client relationships
• Educate clients on digital products to help them monitor and achieve their financial objectives

Required Qualifications

• Valid and active Series 7 license
• Valid and active Series 66 (63/65) license or ability to obtain within 60 days
• Licensed in all states
• At least 3 years of relevant financial services or brokerage experience preferred
• Bachelor's degree preferred