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Wealth Management
Thanks for your interest in the Sr Consultant, Brokerage position. Unfortunately this position has been closed but you can search our 268 open jobs by clicking here.
  •  1+ years of customer services/sales experience in financial services
  • Current NASD Series 7, 66, or 63 and 65 registrations as well as Life & Health licenses in state of residence is preferred.
  • Knowledge of financial markets, products, and services and understanding of financial planning tools.
  • Knowledge of Retirement and Defined Contribution (Qualified/ Nonqualified) plans including legislative and regulatory issues such as non-discrimination testing, fiduciary responsibilities, audit guidelines, ERISA reporting and disclosure requirements, SEC, IRS, NASD, SIPC, MSRB and DOL requirements.
  • Bachelor’s degree

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