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Investments Operations Consultant
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- Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies
- FINRA Series 7 & 63 required prior to hire
- Series 65 and/or 66 and state registrations required within 3 months of hire
- A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it
- Certifications: Certified Financial Planner / CFP Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
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