Financial Advisor
Norman Alex
Largest private bank in the southeast is seeking to add FA's to their brokerage channel in: $75MM+ in AUM Opportunities for mid-senior level advisors in a bank channel or independent platform. We are also recruiting for an advisor in Virginia Beach to serve as a legacy advisor to a senior FA. The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be be comfortable creating financial plans and cross checking work to ensure complete accuracy of information. Responsibilities Provide financial planning support to clients Support investment professionals to cultivate client relationships Prepare financial plans and check their accuracy Qualifications Bachelor's degree in Finance or related field 5+ years' of industry experience Strong understanding of the investment business Excellent interpersonal skills
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- J-18808-Ljbffr Norman Alex
Vacancy posted 1 day ago
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