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Financial Consultant
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Full-time
- FINRA Series 7 & 63 required prior to hire
- Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire
- A CFP is helpful; if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it!
- You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport and credibility with High Net Worth clientele
- Certified Financial Planner / CFP
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Updated 29 days agoSimilar Job
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