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Description of Wfa Financial Advisor Job

  • Advises clients regarding advantages and disadvantages of different financial products and determines which financial products are suitable for client needs and financial circumstances.
  • Provides clients with financial advice consistent with clients  goals and risk tolerance. Meets with clients to collect financial information, assess investment profile and evaluate client s financial needs.
  • Works to increase and retain existing client assets and meet potential new clients.
  • Minimum Qualifications: Series 7, 63 and 65 (or 66) licensure.
  • Basic Qualifications: Series 7, 63 and 65 (or 66) licensure.

Preferred Skills

  • Experienced Financial Advisor with a transferable book of business   Financial Advisor with experience leveraging networks and relationships to develop investment business

Schedule Type: Regular
Work Hours: 40.00
Telecommute Option: Not Indicated

To apply Wfa Financial Advisor Job vacancy  >>> http://tinyurl.com/7sgqvd5

Filed under : Financial Advisor,