Financial Advisor
July 25
🔄 Hybrid – Mount Vernon
Description
• Responsible for business development, relationship management, and client experience within an assigned geography • Assist clients with investment needs using non-FDIC insured securities and insurance products • Oversee a team of Investment Sales Assistants
Requirements
• Bachelor's Degree: Accounting, Business, Economics, Law, Computer Science or other related field required • Series 7, 63 and Insurance licenses required • U-4 required • 6 or more years of experience in a brokerage program at a wire house, bank or credit union
Benefits
• Comprehensive employee benefits, including: medical, dental, vision, LTD, STD and life insurance • Paid vacation time, sick time and 11 company paid holidays • 401k (with up to 4% match) • Tuition reimbursement
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