Bilingual Financial Solutions Advisor – Spanish

A leading financial institution in Saratoga Springs is seeking a financial advisor to provide comprehensive advice and solutions to clients aiming for their financial goals. Responsibilities include triaging client leads, meeting clients to review their goals, building personalized financial plans, and recommending suitable brokerage products. Required qualifications include Series 7 & 66 licenses and experience in the investments and financial services industries. The role promotes an inclusive environment and offers opportunities for growth. #J-18808-Ljbffr