Minimum Requirements
Bachelors Degree or 6 years experience providing investment and life insurance solutions to high net-worth customers by recommending investment and life products such as managed... May-09-2012
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Minimum Requirements
High school diploma (or equivalent).
1+ years experience providing investment solutions to customers by recommending investment products such as managed money, mutual funds, ... May-09-2012
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Minimum Requirements
Bachelors Degree or 6 years experience providing investment and life solutions.
2+ years experience (maintenence of below FINRA licenses) recommending investment and life pr... May-09-2012
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• Bachelor’s degree required. (Finance, Business, Economics or Accounting preferred)
• CFP designation preferred.
• Completion of Securities and Insurance examinations a plus.
• CFA or CPA designat... May-03-2012
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Qualifications
• Must have general to advanced knowledge of the wealth management process, marketing, and general broker-dealer operations.
• One to three years of experience in direct sales in... May-03-2012
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• Financial Background
• Excellent verbal and written communication skills
• Proficiency with Microsoft Office software
• Analytical and problem solving skills
• Organized and detail-oriented... Apr-23-2012
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