Empowering professionals to succeed, this role presents an opportunity to join a team driving innovation in the finance sector.

As a key member of our collaborative environment, you will be empowered to make a meaningful impact on clients' careers and provide personalized service to help them achieve their goals.

The position involves working closely with a dedicated team to deliver exceptional client experiences, utilizing a wide range of products to manage complex portfolios and guide clients towards realizing their objectives.

This is an ideal chance for professionals seeking to deepen their knowledge of wealth management and cultivate relationships with partners. Key requirements include: A bachelor's degree An active FINRA Series 7 license An active FINRA Series 66 license A minimum of three years of advisory experience, including creating and customizing financial plans and portfolios for clients A minimum of five years in the financial services industry working directly with clients