About this role
Financial Advisor – Bank Five Nine at Lplfinancial. Location: Oconomowoc, Wisconsin, United States. Role: advising clients, creating solutions, growing business Requirements: Required Series 7 and securities license (66 or 63/65), insurance license, and 3+ years of investment sales experience; ability to develop client solutions and grow a book of business. Category: Finance and Accounting Seniority: Mid Level Certifications: series 7, series 66, series 63, series 65, insurance Commitment: Full Time Workplace: Onsite Languages: English