Job Summary

• As a Financial Solutions Advisor Stage I, your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
• Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients.
• We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Matching Summary

Salary

Base: $28.85 - $33.65 hourly; Bonus/Equity: Not incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Key Requirements

• Obtain SIE within 30 days
• Obtain Series 7 & 66 within 120 days
• SAFE Act registration required
• High School Diploma / GED / Secondary School or equivalent

Work Rights