Upvote
Downvote
Financial Advisor
Share Job
- Suggest Revision
- The Financial Advisor is a trusted advisor who will serve clients ready to start with simple to moderately complex investment needs.
- Through an advisor led approach, the Financial Advisor will serve as a planning generalist to help individuals in every life stage, achieve their banking and long term planning needs.
- Fully utilize and work in collaboration with Financial Advisor Associate to maximize the client experience and to be efficient with resources.
- Understand and comply with bank policy, laws, and FINRA / SEC regulations, and the bank's BSA/AML Program, as applicable to all job duties.
- FINRA Series 7 and 66 (or Series 63 & 65) registrations.
Active Job
Updated TodaySimilar Job
Relevance
Active