Job Details

A company is looking for a Financial Advisor to serve smaller clients and collaborate with local branch teams.Key ResponsibilitiesAct as the Financial Advisor for smaller clients while maintaining connections to local branch teamsEngage clients to enhance their relationship with the firm and provide tailored client solutionsResearch and resolve service issues, ensuring high levels of customer service in partnership with Client Service AdministratorsRequired Qualifications, Training, and EducationCurrent Series 7 and 66 licenses (or combination of Series 63 and 65) requiredInsurance license may be required in the futureExperience as a Financial Advisor is highly preferredBachelor's degree in a business-related field is preferredAbility to understand and communicate information about various securities and market conditions