Our client, a prestigious leader in the financial advisor industry, is seeking a Transitioning Service Member... or Military Veteran to join their rapidly expanding team as a Financial Advisor. You will serve as a trusted advisor, guiding...
with information and advice regarding a wide range of financial planning products and services, utilizing specialized areas... financial and investment needs. Provides advice to customers on personal investment product purchases. Maintains a high...
integration and application of financial planning tools and concepts into the overall service model of a Financial Advisor team..., as well as client engagement. Provides leadership to the Financial Advisor team, contributing to the short and long-term...
of experience as a Financial Advisor (with satisfactory production and compliance record), or equivalent branch management..., financial markets and current and new products. Product/Business Knowledge: Has a thorough understanding of the Firms...