Financial Solutions Advisor — Build Client Investment Plans

A major banking institution in Boca Raton seeks a Financial Advisor responsible for providing tailored solutions to clients. Candidates must hold Series 7 & 66 licenses and have experience in the investments industry. This position involves building financial plans, recommending brokerage products, and engaging with clients to meet their financial goals. An understanding of banking and investment strategies, effective communication skills, and the ability to manage tasks in a fast-paced environment are essential.

The role requires a commitment to compliance and regulatory responsibilities.
#J-18808-Ljbffr