Senior Financial Advisor
Remote regions
USBenefits
4w PTO
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Accountabilities:
- Build trust by providing service that exceeds client expectations.
- Conduct need-based analysis for personalized financial recommendations.
- Convert strategy-only clients into full wealth management relationships.
Requirements:
- Bachelor's degree in Business, Finance, Economics or related field.
- Minimum of 6 years’ experience in the financial services industry.
- FINRA Series 65 certification required.
Benefits:
- Training and professional development opportunities.
- Medical, dental, and vision coverage for employees and families.
- 401k retirement plan with matching contributions.
Columbia General
They foster client relationships by giving investment advice. They are a dynamic team that helps clients with financial futures.