Description of Financial Advisor Job:
Salem Five Investment Services, LLC, a subsidiary of Salem Five Bank, is presently seeking qualified Financial Advisors to join our rapidly expanding Investment Services Company in the Waltham area. Great opportunity for a financial professional to help customers achieve their financial goals with a company that offers stability and great long term opportunity. Open architecture platform allows for the use of mutual funds, annuities, securities, fee-based accounts and insurance to find the most suitable solution for the client’s need.
- Successful candidate will probably be a motivated licensed Financial Advisor, with a minimum of four years experience providing financial services and at least $15 million in client assets.
- Will be expected to provide sound financial advice to customers referred from the retail bank.
- Must be a self-starter and be able to build relationships with a team of bank employees.
- Opportunity to obtain additional financial designations (CFP, CRPC, etc.)
- Series 65 preferred, and will be required within a reasonable timeframe.
- Must have Series 7, 63, and state insurance license.
- In addition, must have got good organizational skills, ability to multi-task and be comfortable with public speaking.
To apply Financial Advisor Job vacancy >>> http://tinyurl.com/79je8rq