Description
Report Listing

Growing and fully staffed financial services firm in upper Montgomery County looking for a full-time associate to work with Senior Advisor’s clients and referrals while building your own book of business. A unique opportunity for someone looking for both staff support and mentoring in an Independent Advisor’s office.

Qualifications 


· A bachelor’s degree from an accredited college or university

· FINRA Series 6 and 65 (or CFP) and Insurance licensed
· Self-confidence, personal integrity and an understanding of fiduciary responsibility
· Desire/ability to work successfully in a small company environment

Market
Job
Member Level
Basic
Last Activity
6 months or more

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