Base: $70,000.00 - $80,000.00 annualized; Bonus: Formulaic incentive eligible based on performance; Benefits: Industry-leading benefits and paid time off included
Skills & Requirements
Must-have
Series 7 and Series 66 licenses required
One year investments industry experience
Client triaging and referral management
Nice-to-have
Bi-lingual Spanish speaking capability
Certified Financial Planner designation
Strong computer multitasking skills
Key Requirements
Current Series 7 & 66 licenses (or 63/65 with condition)
Minimum one year experience in investments industry
SAFE Act registration and background check compliance