Financial Consultant

Job Description :

With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of mind as you guide them through wealth management and retirement planning strategies

The Expertise We're Looking For

FINRA Series 7 & 63 required prior to hire

Series 65 and / or 66 and state registrations required within 3 months of hire

Experience with High Net Worth clients

A CFP is preferred if you don't already have your CFP, our Tuition Reimbursement program can help you with classes to obtain it

The Purpose of Your Role

We fully support you with an open architecture product platform and to