Upvote
Downvote
Financial Advisor Level 1 (Servicing)
Share Job
- Suggest Revision
- Are you a veteran advisor with a track record for attracting and providing advice to high net worth clients ?
- This extraordinary person would be extremely personable, charming, a natural teacher and a dynamic speaker/presenter.
- Manage the financial planning process from start to finish for each client including:Prepare financial plans using eMoney and other financial planning softwareCreate customized financial recommendationsPrepare investment recommendationsPresent recommendations to clients
- CERTIFIED FINANCIAL PLANNER™ (CFP™) designation is a plus
- Series 65 license needed if you do not have CFP™
Expired 18 days agoInactive Job
Similar Job
Relevance
Active