Wealth Advisor
Jobtailor
Responsibilities Manages time and resources efficiently Develops and implements strategic and tactical plans Tailors investment strategies for clients Performs investment research and stays informed of developments Requirements 3+ years financial services experience Series 7, 63 and 65 (or 66) completed 5+ years financial services experience preferred Soft Skills time management resource management strategic planning tactical planning investment strategy development investment research Certifications & Qualifications Series 7 Series 63 Series 65 Series 66 #J-18808-Ljbffr
Vacancy posted 11 hours ago
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