Job Summary

• This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals.
• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
• 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: $70,000.00 - $80,000.00 annualized salary; Bonus/Equity: Formulaic incentive eligible; Benefits: Benefits eligible

Skills & Requirements

Key Requirements

• Series 7 and 66 licenses
• 1 year investments industry experience
• 1 year financial service/sales experience
• SAFE Act registration

Work Rights