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Associate Financial Advisor

Location : Palm Springs, CA
Job Type : Direct
Hours : Full Time
Required Years of Experience : 0-3 years
Required Education : 4 year degree
Travel : No
Relocation : No
Job Industry : Accounting - Finance
Job Category : Financial Services

Job Description :


Interested? Click Here for more information!

Required Qualifications :

Bachelor’s degree, in financial planning preferably. 0-3 years of experience. Certified Financial Planning (CFP®) designation preferred but not required immediately. Must have or be willing to obtain Series 7, Series 66, Life & Health licenses, and Accredited Portfolio Management Advisor designation. Must be eager to learn, have a team mentality, have drive and good work ethic.

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