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Financial Advisor

Updated May, 2021

Requirements for the role of Financial Advisor:

  • Mature, strong self-starter
  • Client-focused, empathetic
  • Wealth management experience
  • Experience in complex, abstract sales
  • Appropriate professional credentials, CFP strongly preferred
  • College degree required. Accounting or finance degree preferred

We offer:

  • Proven processes to help build your expert network
  • A caring, professional and pleasant team atmosphere
  • Exceptional office space
  • Competitive compensation
  • Partnership potential

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