community. Develops and maintains an in-depth knowledge of financial wealth management services and products as well... (required) Licenses and Certifications FINRA Series 7 and 66 (or 63 & 65) (preferred) Certified Financial Planner (CFP) (preferred...
) Certified Public Accountant (CPA) (preferred) Chartered Financial Analyst (CFA) (preferred) Certified Wealth Strategist... community. Develops and maintains an in-depth knowledge of financial wealth management services and products as well...