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Years of Experience
Date Last Verified
Senior Financial Advisor The candidate serves as Wealth Management's primary point of contact for assigned line of business to develop new business and maintain ongoing relationships with affluent individuals and families within a specific market. Interact with clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Should have 5+ years of investment related experience and 3+ years of experience in investment sales. FINRA Series 7 and 63/65 or equivalent (Series 66) and California Insurance license is essential.
Job ID WMS-8602
Company infoHiring Coordinator