Personal Investing Licensed Professional (MW)

Provide consultative investment and financial planning guidance to high-net-worth clients, manage client accounts and teams, and support customers through various products and solutions.

Requirements

• Series 07 - FINRA certification
• Bachelor's degree
• 4-6 years of experience in financial planning or related field

Benefits

• 401k Matching
• Retirement Plan
• Generous Paid Time Off
• Health Insurance
• Dental Insurance
• Vision Insurance