Requirements
- Bachelor's degree in a relevant field
- Minimum of two years of experience in financial planning
- Valid Series 65 license
- Excellent interpersonal and communication abilities with a collaborative mindset
- Familiarity with financial services, investment products, and planning strategies
- Clear U4 record with no disclosures
Compensation
Base pay varies based on experience, expertise, location, and skills. Total compensation includes base salary, potential annual cash bonus, and a full benefits package.
Work Arrangement
Hybrid
Team
Team-orientated approach expected
Not specified