Job Summary
A full-service investment firm has an open position for a Telecommute Financial Advisor.
Candidates will be responsible for the following:
- Cultivating relationships with clients
- Evaluating needs to effectively manage wealth
- Helping clients meet their objectives
Qualifications for this position include:
- Bachelor's Degree
- A solid book of business
- Minimum production of $250k and $25MM in assets under management
- Series 7 and 63 licenses
- Client-focused approach
