Job Details

The ideal candidate will deliver personalized client-first investment solutions designed to help clients grow wealth and protect what they've earned. They should be comfortable creating financial plans and implementing strategies to help clients build a solid financial future.

Responsibilities

• Provide comprehensive financial and planning advice to clients
• Work with autonomy to achieve goals

Requirements

• Series 7 and 63/65 or 66
• 5+ years' of industry experience
• CFP designation (preferred)

Benefits & Compensation

• Competitive payout
• Clear path to equity