Series 7, 63, 65 (or 66) active and valid.
A minimum of 2 years in a Financial Advisor role or equivalent experience in financial services.
Proven experience in a team-oriented consumer bank setting.
Familiarity with servicing high-net-worth individuals.
Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks.
