Wealth & Investment Solutions Advisor

Role, Inc. in Clifton Park, NY is seeking a qualified financial advisor to assist clients in achieving their financial goals through comprehensive advice and tailored solutions. This role involves triaging client leads, recommending brokerage products, and building financial plans. The ideal candidate will have at least one year of experience in the investments industry and hold Series 7 and 66 licenses. Competitive benefits are provided, along with a salary range between $70,000 and $80,000 based on experience. #J-18808-Ljbffr Role, Inc.