Position Summary
Responsible for managing existing client relationships, either working with a more experienced advisor or on their own. The individual may be responsible for formulating and implementing advice, but may also rely on technical specialists to develop product, investment, or planning recommendations.
Qualifications/Experience

• Minimum of two years’ experience in the financial services industry.
• Bachelor’s degree in business, administration, accounting, finance, or similar field of study.
• Series 7, 66 and Life Insurance licensed.
• Exhibit strong ethics and a desire to help clients and give them extraordinary service.
• Must want to grow and develop your business, consistently adding to the firm’s assets under management and revenue.

Salary Range

• Minimum - $43,316
• Maximum - $60,642