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Wealth Management Consultant
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Full-time
- 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
- Certified Financial Planner ® / CFP
- Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA
- We assist companies and non-profit organizations in delivering benefits to their employees.
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