Qualifications: 5+ years of proven success Series 7 (6) and 63 licenses are required Self-starter with a strong work ethic... advisor network. We are dedicated to providing our advisors and their clients with exceptional service and innovative...
and is not eligible for overtime pay. This position is incentive eligible. Requirements Series 7 Series 63 & 65 or Series 66 Life... Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer through...
. Must have a proven track record in relationship management and client service. Financial Industry Regulatory Authority (FINRA) Series 7... integration and application of financial planning tools and concepts into the overall service model of a Financial Advisor team...
Series 7, and 66 (or 63 and 65) required upon hire or within 120 days of hire date Strong oral and written communication... client need and, where necessary, refer Financial Advisor inquiry to the right internal partner Deeper specific knowledge...
Management, Executive Services, Equity Plan Support, or a similar role Active Series 66 (or Series 63 and Series 65..., communication, and financial expertise. Key Responsibilities: Act as a trusted advisor to executives participating in equity...