Strategic Wealth Advisor | Investment Planning
Jobtailor
Jobtailor in New Jersey seeks a seasoned financial services professional to lead time and resource management, and to develop and implement strategic and tactical plans for client portfolios. The role focuses on tailoring investment strategies, performing investment research, and staying informed of market developments to deliver client value and informed recommendations. Applicants should hold Series 7, 63 and 65 (or 66) and bring 3+ years of financial services experience, with 5+ years #J-18808-Ljbffr Jobtailor
Vacancy posted 1 day ago
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