Senior Financial Advisor
Senior Financial Advisor
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Salary Not Disclosed
1 Vacancy
Job Description
Full Time Senior Financial Advisor
Our client is seeking Senior Financial Advisors to join their team of multimillion dollar T12 producers. The ideal candidate will have a strong understanding of financial planning and be able to provide comprehensive advice to clients.
Responsibilities:
- Must have an established portfolio of 100M AUM and above
- Provide financial planning advice and guidance
- Manage client portfolios
- Execute trades and transactions
- Stay uptodate on market trends and regulations
Qualifications:
- Bachelors degree in finance or a related field
- Series 7 63 or 66 license
- 5 years of experience as a financial advisor
- Strong communication and interpersonal skills
- Ability to work independently and as part of a team
If you are interested in this position please send your resume and cover letter to I look forward to hearing from you!
Required Experience:
Senior IC
Employment Type
Full-Time
