Financial advisor, registered investment advisor representative
Webster Grovesadecco
...and client experience improvements. Mentor junior team members as needed.Required Qualifications: CFP certification (active and in good standing). Bachelor’s degree in finance, business, economics, or related field. 7–10+ years of experience directly advising clients in a fee-only RIA environment. Series 65 (active) or the [...]
Category Banking, Insurance, Finance & Accountancy
30+ days ago in Adecco