To support a growing client base, the full-time remote Investment Advisor with FINRA Licenses will service individual clients and brokerage customers, conduct reviews, provide investment advice, and execute trades for taxable brokerage and IRA accounts. Key responsibilities Educate clients on available advisory services and assist them in understanding retirement options Perform financial planning aspects and identify client needs for referrals to the Wealth Advisor Team Ensure compliance with regulatory requirements while delivering a responsive client experience Required qualifications Bachelor's degree or equivalent work experience 4+ years of financial customer service experience Brokerage and mutual fund trading experience FINRA Series 7 and Series 63 and 65, or Series 66, registrations FINRA fingerprinting required