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Wealth Management Advisor
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Full-time
- In addition, you will have the opportunity to help make a positive impact on individuals’ and businesses’ futures by offering financial services and products that address their evolving financial needs throughout their lifetimes.
- These needs may include life insurance, investments, retirement and estate planning strategies, as well as executive benefits, business succession plans and employee benefits for your business clients.
- We encourage and support the pursuit of professional designations that are recognized and respected by clients and others in the industry, including CFP®, Chartered Financial Consultant and Chartered Life Underwriter.
- They are results-driven, highly motivated professionals who have the desire to help others grow and protect their financial futures.
- o You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus)
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