Client-Centric Financial Solutions Advisor

A leading financial services company is seeking an individual to provide tailored financial advice and solutions. Responsibilities include planning short and long-term financial goals for clients, triaging leads, and collaborating with partners. Required qualifications include Series 7 & 66 licenses and at least one year in the investment industry. Strong communication and relationship management skills are essential for success in this role.

The position involves a 40-hour workweek with in-office attendance expectations.
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