About this role

This role involves providing financial advice and customized solutions to clients to help them achieve their financial goals. You will build financial plans, recommend brokerage products, and collaborate with internal partners to meet client needs. The position requires specific licenses and adherence to regulatory requirements.

What we are looking for

6

Provide comprehensive advice and customized solutions to clients
Build financial plans with brokerage products
Recommend banking and investment strategies
Triage client requests and make referrals
Identify and engage potential new clients
Requires Series 7 & 66 licenses and 1+ year of investment industry experience

Work authorization

No visa sponsorship is available.
Must be authorized to work without sponsorship.