Hybrid Mass Affluent Relationship Manager & Advisor

A major financial services organization is hiring a licensed financial advisor to manage a portfolio of mass affluent clients. This hybrid role involves building client relationships, uncovering financial needs, and providing tailored solutions while ensuring compliance with regulations. Candidates should have 4-6 years of relevant experience, be licensed in SIE, Series 6, 63, 65, and preferably Series 7, and possess strong analytical and communication skills. Competitive salary and benefits package offered. #J-18808-Ljbffr