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Job Title:

Financial Solutions Advisor

Date: 02-03-2017

Location: Philadelphia | PA

Job ID: LP42464

Phone: 484-238-1980

Fax: 610-941-2424

Contact: Matt Bergin

Salary: $60-$65K

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Job Details:

Financial Solutions Advisor – banking   

Our client is a National Financial institution.  They are seeking multiple Financial Solutions Advisors.  Advisor will be working with customers by conducting financial opportunity sessions.  Candidate  will be the advisor Mass Affluent customers.  Our client is a rapidly growing organization with opportunities for advancement, working in a team environment.  They provide great base pay and incentives.

Requirements:

  • ·         MUST have Series 7 & Series 66 (or combination of BOTH 63 and 65)
  • ·         Retail Investment Sales experience  
  • ·         3-5 years of investment banking experience
  • ·         Knowledge of investment instruments, products, and services.

 

Please send a word copy of your resume to mb@libertyjobs.com for consideration and more detailed information. All information is confidential.


Matt Bergin

Liberty Personnel

mb@libertyjobs.com

484-238-1980

www.linkedin.com/in/mattbergin

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