Financial Advisor
Saxon Global
Education/Qualifications
- Requires a 4-year degree; business, finance, economics preferred
- Advanced designation required (CFP, CPA, MBA, etc.)
- Series 7, 66 (BD/RIA)
- Series 65 (RIA Only)
- Insurance Licenses
- 4+ years of experience within the wealth management industry
- Ability to source and convert prospects to clients and provide high-level planning-oriented service
- Possess excellent analytical, organizational, and communication skills (both oral & written)
- Ability to manage multiple projects at once
- Engagement , broader community and active participation in financial planning community
Vacancy posted 2 days ago
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