Client-Centered Financial Planning & Investments Advisor
Jobtailor
Jobtailor is hiring a Financial Advisor to plan client goals using brokerage products and tailored financial plans. You will recommend banking and investment strategies, triage client requests, and connect clients with appropriate internal specialists. The role emphasizes building strong relationships and meeting sales goals in a fast-paced environment. The candidate should hold Series 7 & 66 licenses with at least 1 year in investments and financial services, and possess excellent communication #J-18808-Ljbffr Jobtailor
Vacancy posted 2 days ago
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