Job Details

A company is looking for a National Branch Personal Advisor.Key ResponsibilitiesLeverage investment and wealth planning knowledge to assist clients in achieving financial goalsConvert leads into new clients and maintain client relationshipsEducate clients on digital products to help them monitor and achieve their financial objectivesRequired QualificationsValid and active Series 7 licenseValid and active Series 66 (63/65) license or ability to obtain within 60 daysLicensed in all statesAt least 3 years of relevant financial services or brokerage experience preferredBachelor's degree preferred