Position Details
Experienced Financial Advisor Apply
Education/Experience:
- 3+ years of financial advisor or service advisor experience
- Bachelors' degree from a 4-year college or university or equivalent experience. Preferred in the fields of accounting, business, economics, or finance.
Licenses/Designations:
- Series 65 License, or qualify as Investment Advisor Representative (IAR) through other methods
- Obtained or in process of attaining professional designations such as ChFC , CFP , CFA
