About this role

Provide comprehensive financial advice and customized solutions to clients to help them achieve their goals. This role involves building financial plans, recommending brokerage products, and collaborating with internal partners. Requires relevant licenses and experience in the financial services or sales industry.

What we are looking for

6

Build financial plans with brokerage products
Recommend banking and investment strategies
Triage client requests and make referrals
Identify and engage potential new clients
Mitigate and control risk
Must hold Series 7 and 66 licenses

Work authorization

Must be authorized to work without sponsorship.