State Licensed Financial Advisor

A company is looking for a Financial Advisor to join their team and provide financial solutions to clients. Key Responsibilities Service an existing book of business and build a strong client base through referrals Create tailored financial solutions without proprietary products Utilize provided tools and technology to grow the business and support clients' financial goals Required Qualifications Series 7 and 66 (63/65) licenses required Insurance license required Three or more years of investment sales experience