Associate Financial Advisor

The Associate Financial Advisor role is an entry-level position that partners with experienced Financial Advisors to gain industry experience and prepare for a career as a Financial Advisor.

Requirements

• Bachelor's degree in Business, Finance, Accounting or related field
• 2+ years of related experience in Brokerage/Insurance and/or Banking/Retail
• FINRA series 7 and series 66 license
• Multi-state Life and Health Insurance license
• Ability to interact with individuals of widely divergent lifestyles

Benefits

• Health Insurance
• Dental Insurance
• Vision Insurance
• Retirement Plan