A leading financial institution is seeking a Financial Advisor to provide comprehensive financial advice and customized solutions to clients. This role requires Series 7 and 66 licenses and at least one year of experience in the investments sector. Responsibilities include triaging client leads and building financial plans with brokerage products. The institution offers competitive compensation with a salary range from $70,000 to $80,000 annually, along with industry-leading benefits.
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Strategic Financial Planner in bethesda at Unknown Company
This position is listed as full time and onsite.