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...
Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through...
Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66 Registration... as a Wealth Advisor affiliated with LPL Financial. This role will require the employee to work on-site at the local bank branch...
). Client Focus: Expertise in holistic financial planning for HNW and UHNW clients. Licensing: Current and clean Series 7, 66... was built by advisors, for advisors, with the foundational belief that a superior business model for the advisor is the...
) (preferred) Chartered Financial Analyst (CFA) (preferred) FINRA Series 7 and 66 (or 63 & 65) (required) and Resident State... to serving our clients' financial needs through expert advice and personalized banking, borrowing and investment solutions. The...