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Support Advisor

Location : Park Ridge, IL
Job Type : Direct
Hours : Full Time
Required Years of Experience : 0-3 years
Required Education : 4 year degree
Travel : No
Relocation : No
Job Industry : Banking - Financial Services
Job Category : Financial Services

Job Description :


Interested? Click Here for more information!

Required Qualifications :

BA/BS degree required, preferably in Financial Planning, Business, Finance, Education or related field. Working toward a Certified Financial Planner (CFP®) designation or Chartered Financial Analyst (CFA) required. Proficient in Microsoft Office and a basic understanding of industry-specific applications required. Proficient in MoneyGuidePro, Salesforce, Tamarac Advisor View and Rebalancer, and Schwab Advisor Center preferred. 

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