About this role
Financial Advisor - TruStage Wealth Management at Lplfinancial. Location: Arizona, United States. Role: advising clients, building relationships, managing investments Requirements: Requires Series 7 and 66 (or 63/65), insurance license, and 3+ years of investment sales experience; ability to service and grow client relationships. Category: Finance and Accounting Seniority: Senior Level Certifications: series 7, series 66, series 63, series 65, insurance Commitment: Full Time Workplace: Remote Languages: English