Monetary strategy and planning consultant
JacksonvilleFidelity Investments
...guide them through wealth management and retirement planning strategies. The Expertise We’re Looking For • FINRA Series 7 & 63 required prior to hire • Series 66 (63/65) and Insurance Licenses preferred or to be obtained upon hire • Five years financial services experience, with 3-5 years of sales experience • A CFP [...]
Category Banking, Insurance, Finance & Accountancy