Bachelor's Degree or equivalent work experience: Finance, Economics, Management Information Systems, Statistics or equivalent field - Required.
5+ Years: Demonstrate a superior record of sales achievement
1+ Years: Experience providing investment guidance and advice to clients - Required.
Knowledge of financial analysis and risk evaluation.
Demonstrated proficiency with Microsoft Office applications.
NASD licenses: FINRA Series 7, Series 66 (or 63 & 65) - Required.
Appropriate state insurance licenses - Required.
Applicants must be legally authorized to work in the United States on a full-time basis without requiring employer sponsorship to commence employment.
Frequent minimal physical effort such as sitting, standing and walking is required for this role.
Depending on location, occasional moving and lifting light equipment and/or furniture may be required.