We are hiring all levels of Financial Advisors who are interested in our Independent Brokerage or Private Client Group sectors. We are interested in discussing your current book of business and diving into your unique experience.
FINRA Series 7
Responsibilities include but are not limited to:
Meet with clients to discuss their financial goals.
Explain to potential clients the types of financial services they provide.
Educate clients and answer questions about investment options and potential risks.
Recommend investments to clients or select investments on their behalf.
Help clients plan for specific circumstances, such as education or retirement.
Monitor clients’ accounts and determine if changes are needed to improve financial performance or to accommodate life changes, such as getting married or having children.
Research investment opportunities
To apply for this job email your details to firstname.lastname@example.org