About this role

Advise affluent clients on investment management, fiduciary advice, and financial planning. Develop new business through networking and internal partnerships. Requires a Bachelor's degree, 3 years of experience, and specific FINRA and insurance licenses.

What we are looking for

6

Advise affluent clients on investment and financial planning
Develop new business through networking and internal partnerships
Assess client financial situations and risk tolerance
Bachelor's degree or equivalent experience
3 years of investment or financial services experience
FINRA Series 7 and 66 registrations required

Work authorization

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