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 while maintaining high ethical standards - Required.
1+ Years: Experience providing investment guidance and advice to clients - Required.
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.
