Upvote
Downvote
Director of Advisory Services
Share Job
- Suggest Revision
Full-time
- Training Development: Collaborate with your team to design and deliver three weekly training sessions aimed at enhancing Financial Advisors understanding of investment products, client account servicing, and professional development.
- Collaboration: Maintain a strong working relationship with the Director of Broker-Dealer Support to ensure a cohesive approach to Advisor support and role clarity.
- Series 65 License - Required
- Series 9/10 and/or Series 24 – Preferred
- Certified Financial Planner License (CFP) – Preferred
Active Job
Updated 29 days agoSimilar Job
Relevance
Active