On-Site Financial Advisor — Holistic Planning in Edmond
FrontPoint Wealth Management, LLC
FrontPoint Wealth Management, LLC in Edmond, OK is seeking a full-time Financial Advisor to meet with clients, assess financial goals, and develop tailored wealth plans. The advisor will recommend investment strategies, monitor portfolios, and adjust plans as market conditions change. The role requires licenses (FINRA Series 7 & 66), a finance-related degree, and strong client-facing skills. The position emphasizes regulatory compliance, reporting, and ongoing client relationship management to #J-18808-Ljbffr FrontPoint Wealth Management, LLC
Vacancy posted 3 days ago
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