Series 7, 66 and full life and health licenses. CFP or other financial related designations as asset. We specialize in the needs of our Florida residents with a laser focus of providing comprehensive financial planning and wealth management services to help Floridians realize their dreams.

Securities licenses/Certification - Series 65 or Series 66 or CFP. Minimum of 7 to 10-years of financial investment advisor experience. Conduct meetings with clients/potential clients to evaluate financial needs and educate them on AUM, Annuity, Private Equity and Trusts.

Obtain state insurance licenses (life, health & variable contracts) and Series 7 and 66; Series 7, 65 and 63; or Series 6 and 63 registrations. If you have a heart for service and a passion for helping others reach their financial goals, we'd like to connect with you.

Provide one-on-one financial guidance and connect clients to Thrivent products, services and unique membership benefits. Enjoy the rewards of building a financial practice helping clients make financial choices guided by their values with the support of local leaders and colleagues, professional training and systems to help you be successful.

Preferred Education & ExperienceSeries 7 and 66 (63/65) requiredInsurance license requiredThree or more years of investment sales experience. Job SummaryThe Financial Advisor is responsible for providing financial planning services.

Valid FINRA Series 7 & 63/66 preferred but not required. Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more.

Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity.

Keywords: Series 7, Series 66, sales, team, enterprise, collaborating, Financial, FA, Financial Advisor, sales goals. Virtual Advisor operates out of two US locations and has Financial Advisors and Client Relationship Associates, all of whom work with our clients over the phone – making outbound calls and taking inbound calls.

This role is responsible for supporting a cluster of Financial Centers in designated markets in the absence of the assigned financial center manager and as a market-level resource.

Fully paid insurance licensing, SIE, Series 6, Series 63, CFP®, and more. Strength, stability, and service shape our culture as we help provide financial security solutions.

As an Investment Financial Advisor within PNC Investments, you will be based in Tampa, FL.Branch Investment Financial Advisors work within a highly collaborative circuit of bank branches and manage an assigned book of business.

You have in-depth knowledge of financial planning topics (CFP beneficial) Fisher Investments is hiring a Financial Planning Counselor to join our efforts to better the investment universe.

As an Investment Financial Advisor within PNC Investments, you will be based in Tampa, FL. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients.

All information provided by you will be reviewed carefully, but the receipt of an Advisor application or other information does not imply that you will be offered the opportunity to enter into a Financial Advisor/Agent Agreement with First Command.

Tampa, Florida based Investent Counselor (Financial Planner) Role. - Build lasting relationships by proactively speaking with each client on at least a quarterly basis to review their unique financial situation and ensure we’re on track to meet their individual long term financial goals.