Wealth Planning & Investment Advisor II

A financial services institution is seeking a skilled investment sales representative to enhance client satisfaction through personalized financial planning. This role involves promoting investment products, managing client relationships, and ensuring compliance with regulations. The ideal candidate should hold a Bachelor's Degree or equivalent experience, possess Series 7, 63, and 65 or 66 licenses, and demonstrate strong sales and risk management skills. Competitive benefits are offered. J-18808-Ljbffr