Wealth management consultant
MiddletonFidelity Investments
...• Previous success in sales • FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire • Keen ability to present complex solutions or products to a knowledgeable client base while building rapport and credibility • Degree and/or other [...]
Category Management & Consulting