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Licensed Financial Advisor

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Job Type


Years of Experience

Min 5 yrs required


Tampa, FL

Date Last Verified

Aug 20,2017

Posted on

Oct 20,2016
Practice Area
Finance >> Finance - Banking
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Licensed Financial Advisor The candidate should have completion of a four- year degree in Finance, Business or related field. Must have 5+ years of revenue generating financial sales experience. Related customer service experience preferred. FINRA Series 7, 66, or (63 and 65) securities licenses required. Florida Life, Accident and Health Insurance License required. CFP, ChFC, JD, CPA or similar designation currently held or actively pursuing strongly preferred. Ability to communicate successfully and in a professional manner with clients, above average math aptitude, excellent oral and written communication skills, excellent decision making and problem solving skills, superior amount of computer literacy and proofreading capabilities is required. Must be able to read, speak and write English. Some bending and stretching will also be required.

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