National Financial Solutions Advisor, Series 7, 66 Required
Jobtailor
Provide comprehensive advice and customized solutions to clients Triage client leads and refer to business partners based on client needs Review financial and investment goals with clients and build financial plans Requirements Series 7 and 66 licenses required Proven experience in financial advising Ability to assess client needs and recommend appropriate financial products Core Competencies Demonstrates expertise in financial advising, including the ability to assess client needs and develop tailored financial plans. Holds necessary licenses and provides comprehensive advice on financial products. #J-18808-Ljbffr Jobtailor
Vacancy posted 5 days ago
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