Base: $80,168.40-$83,000.00; bonus/equity: may inc...
Hybrid
Bachelor's degree in business administration or finance
2+ years financial services experience
Series 7, 63, 65, or 66 license
The role involves partnering with a Financial Advisor to review client portfolios, understand goals, and conduct comprehensive financial analysis
Job Summary
The role involves partnering with a Financial Advisor to review client portfolios, understand goals, and conduct comprehensive financial analysis.
Candidates will design tailored financial plans covering retirement, risk management, insurance, and estate planning while educating clients on market functions.
This hybrid position offers a competitive salary range of $80,168.40 to $83,000.00 along with a benefits package including medical, dental, vision, and retirement savings.
Matching Summary
The role involves partnering with a Financial Advisor to review client portfolios, understand goals, and conduct comprehensive financial analysis.
Salary
Base: $80,168.40-$83,000.00; Bonus/Equity: May include discretionary bonuses or commissions; Benefits: Medical, dental, vision, life, disability, retirement, PTO
Skills & Requirements
Must-have
Bachelor's degree in Business Administration or Finance