Offer summary
Qualifications:
Minimum five years of financial advising experience, Required licenses: Series 7, Series 66, CFP designation advantageous, Proficient with financial planning, Must have a book of business.Key responsabilities:
- Cultivate and maintain robust client relationships
- Assist in meeting preparation and follow-up
- Design tailored financial plans and recommendations
- Execute trades and monitor market trends
- Deepen client relationships and generate referrals