strong customer service for current and new clients • Working knowledge of financial products, the financial industry, personal... financial advisor or responsibilities, or financial planner roles is essential • Up-to-date FINRA Series 7 & 63/66 documents...
Qualifications: Success as a financial planner, personal financial advisor, financial analyst, or financial consultant is desired... professional license CPA, or CFP (Certified Financial Planner license from Certified Financial Planner Board of Standards...