Investment Advisor
Jobtailor
Jobtailor in Alpharetta, GA is seeking an investment advisor to deliver tailored guidance and comprehensive financial plans for clients. The role involves meeting with clients to review goals, triaging leads, and coordinating with partners to present suitable brokerage solutions. Ideal candidates will hold Series 7 and 66 licenses, with at least one year in investments or financial services, and a track record of building strong client relationships while meeting regulatory requirements. #J-18808-Ljbffr
Vacancy posted 3 days ago
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