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...
: Series 7; Series 63; Series 65; Series 66 Licenses and Certifications Life and Health Insurance License (Resident State... and Duties The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze...
). 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...