Responsible for providing investment consultation to the public on stock, bonds, annuities, mutual funds and other securities. Incumbent adheres to applicable laws, regulations, and rulings governing services, policies and procedures of Securities sales.
Job Duties and Responsibilities:
The information on this description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Pinnacle is an Equal Opportunity Employer committed to fostering an inclusive work environment.
Minimum Education: Bachelor's Degree in a related discipline; Minimum Experience: 10+ years job related experience; Series 7; Series 66 (or both Series 63 and 65) License; Variable Annuity License; State Life, Accident and Sickness License
Required Knowledge, Skills & Abilities:
Preferred Skills:
Financial Advisor • Naples, FL, United States
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