Remote
•
8d ago
What We re Looking For: Minimum 5 years of experience in a client-facing financial advisor role A portable book of business of at least $20 million in AUM Clean compliance record Proven track record of developing and managing client relationships Strong communication and interpersonal skills Series 65, CFP , or CFA preferred (we can support licensing if needed)What We re Looking For: Minimum 5 years of experience in a client-facing financial advisor role A portable book of business of at l
Easy Apply
Contract
Depends on Experience