Offer summary
Qualifications:
Bachelor's degree or equivalent experience, 7+ years relevant work experience, FINRA Series 7 (or willing to obtain), State securities (S63 or S66), Willing to travel (25%).Key responsabilities:
- Drive advisor net flows through virtual interactions
- Execute region plan and support advisors
- Create and align region plan with national plan
- Engage clients and advisors in financial advice
- Partner with key resources like corporate communications