About this role

Provide comprehensive financial advice and customized solutions to clients to help them achieve their financial goals. This role involves building financial plans, recommending brokerage products, and collaborating with internal partners to offer banking and investment strategies. Requires holding Series 7 & 66 licenses and at least one year of experience in the investments or financial services industry.

What we are looking for

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Provide comprehensive advice and customized solutions to clients
Build financial plans and recommend brokerage products
Triage client leads and make referrals to business partners
Meet with clients to review financial and investment goals
Requires Series 7 & 66 licenses
At least one year of investment or financial services experience

Work authorization

Must be authorized to work without sponsorship.