Upvote
Downvote
Wealth Planner
Share Job
- Suggest Revision
Full-time
- Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand.
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
- You have a steadfast commitment to your clients while making a positive impact in the community
- Series 07 - FINRA, Series 66 - FINRA
Active Job
Updated YesterdaySimilar Job
Relevance
Active