Sr. Financial Advisor

Advise affluent clients on investment management, fiduciary duties, and financial planning. Develop new business through networking and internal partnerships, and manage client relationships to grow revenue. Requires FINRA licenses and experience in business development and sales.

• Advise affluent clients on investment management and financial planning
• Develop new business through networking and internal partnerships
• Manage client relationships and grow revenue
• Requires FINRA Series 7 and 66 registrations
• Requires State Life, Accident & Health and Variable Contract insurance licenses
• 3 years of experience in investment or financial services

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.