Financial Advisor (7/66 Licensed)

We are seeking a licensed Series 7 and 66 Financial Advisor / Co-Advisor to join our clients reputable company and team.

This is a full-time temporary to hire opportunity where you will earn up to $63,000 based on your experience. This position is 100% onsite.

Some of your responsibilities as a Financial Advisor / Co-Advisor will include:

• Meeting with clients to ascertain their financial objectives
• Performing market research to stay current with financial trends
• Assisting with the development of clients’ financial plans
• Maintaining compliance with all rules and regulations in the financial industry
• Researching and recommending investment opportunities for clients
• Utilizing proper security processes to protect client information
• Manage an existing book of clients
• Other duties as assigned

To qualify for the Financial Advisor / Co-Advisor position, you must have:

• Bachelor’s degree in finance, business or related
• One plus (1+) years in the financial industry
• Strong understanding of investments
• Strong understanding of asset management strategies/analysis
• Self-starter
• Problem solver
• Excellent communication skills

If you’re a self-starter with strong understanding of investments and asset management strategies/analysis, then please submit your resume for immediate and confidential consideration.

We are an Equal Opportunity Employer